Method Community

Hi Greg, If you use one of their APA (Analog Phone Adapters) so you can plug in a standard phone, then it should work. All you would need to do is run a phone line from the APA to your computer's modem. If you just use their softphone, it will not currently work because it doesn't use MS TAPI.  Their website says it has the ...

Hello SpaScpes, If you have CallerID from your phone company and a Caller ID capable modem, you may want to try YouRang. YouRang is a Method application that uses the Caller ID information from an incoming call to see if the number matches an existing customer and if so, opens Method to their account. YouRang is currently in Beta, so it is free ...

Hi Andy, You'll want to add a couple of actions to the the 'Actions after add' and 'Actions after edit' (Steps 6 & 7 of the grid wizard). The actions you will want to use are: Get sum (from the Weight column of the InvoiceLine grid) Enter value into field on screen (to enter the sum into the weight subtotal field you ...

Hi Val, One more thing I just noticed is that it is not calculating correctly when you first select the budget/contract. I had the budget/contract that I used in my example selected and the amount showing correctly.  I then selected a different budget/contract. I then went back and selected the example budget/contract and the amount was ...

Val, Clicking the select is what I was missing. Can I also suggest that the line items get recalculated when the Add / Edit Budget Details pop-up is closed. It seems as though it does some of the time, but not always. I used the same budget I outline in my first post: 1. Clicked the details button on the line item 2. Changed the charge type ...

Here are the steps I followed: 1. Created a new budget/contract. 2. Added a line item with the charge type set to hourly (also entered a billing rate which filled in the rate) 3. Went to the Time Tracking tab, clicked Enter Time to create a new entry. 4. Created a time entry for the item I added in step 2 and set it to billable (also added a ...

Hi Val,  I'm having a similar problem on the dashboard under the Task and Activity calendar. If I click on an appointment and choose edit, I get "Could not run the 'Show Screen In Popup' command, as there was a problem locating the Screen 'ProService_Activities(final)" I'm sure i could fix it by point that ...

Lillian, You could try adding 2 job items to the work order. 1 for the service that is being performed and 1 for the travel time. You would set the charge to $0.00 for the travel time and could also un-check the "On Invoice" box for the travel time. This way there would be a place to record the time for both, but the customer would only ...

Hi Victor, When I use this call, I am now very often prompted to re-enter my username and password when I first go to the link that is provided even though I am currently signed in to the account. Also, the link is opening the correct tab and tab link, but is not pulling up the RecordID that I supplied in the call. Both of these issues appear ...

I added a couple of Time Tracking records to a Budget / Contract. I set the Billable Status to NotBillable, but the Amount column (in the Time Tracking Tab) is still multiplying the duration x Bill Rate. Also, how is PS supposed to handle the Billable Status for service items that are setup as a fixed price? If I mark the Billable Status as ...