Search results by user ID 2121

Re: API Throttling

jdaniello — Wed, 04 May 2016 13:14:11 GMT

Hello - I wanted to REALLY EXPRESS how frustrating the issues created by the throttling implementation was for us.

When we previously used to invoice services through Method we experienced unresolvable and seemingly random errors and the process took hours to complete. To fix the issue we worked with Mark Crews to create an "offline," invoicing process where invoices were created on an external server and then inserted back into Method. This work around was tremendously successful and dramatically improved the usefulness of the system. The downside is that creating the work around invoicing process required a significant financial investment.

Franchise Owners started invoicing on April 29th for April service. Due to the new API throttling they were unable to create invoices and were very unhappy. In fact, as the owner of the franchise system I was not a well-liked. We didn't know what the issue was and Mark Crews spent Friday, Saturday, and Sunday night working to figure out what was going on and create an additional work around so that FO’s could invoice their clients. I am extremely grateful to Mark performed, however, it was a huge waste of emotional energy for the franchise owners, Mark and myself. It also required an additional financial expenditure on my end to have Mark investigate and resolve the issue.

This may seem like it's not a big deal but invoicing is a very pivotal part of cash flow and keeping the business running and so the impact of the throttling issue was very large.

In summary - we need to know when changes are made that may negatively impact the system, integrations, API's, etc. and we need enough advance notice to proactively create any necessary changes. Otherwise, I wind up publicly playing catch up and diverting funds from planned projects to unnecessary issue resolution.

Thank you and have a nice day - Jacob

CRM - Lead Management

jdaniello — Fri, 20 Jan 2012 15:07:09 GMT

I am trying to figure out the best way to use the lead/CRM status.

Does this make sense?

Leads are open and active when being worked.

If you associate and opportunity with the lead and win the opportunity the lead is converted into a customer and is no longer a lead - it goes away.

If you never get in touch with the lead you change the lead to 'inactive' and leave the status as open and change rating to cold

If you get in touch with a lead - and create and opportunity - and lose the opportunity - the lead stays a lead (but the opportunity is lost). At that point what should you do to the lead? I don't see "Closed," or lost as an available lead status?

Thank you - Jacob

SYNCHRONIZING WITH THE WRONG QB FILE

jdaniello — Wed, 19 May 2010 20:48:26 GMT

we have multiple QB files. Is there anything that prevents the synch engine from synchronizing the a method database with a non-corresponding QB file?

SYNCHRONIZING

jdaniello — Wed, 19 May 2010 20:34:25 GMT

Good Afternoon:

I have about 4 different QB files - Enterprise - for different companies.

I open the PWC QB file and Synchronize the synchronization engine says it's synchronizing with the FFX database. When I open method though all the data is from the correct PWC file. So in other words - the synchronization engine is not correctly displaying the database it is synchronizing with.

Does this make sense? is there anything I can do so that it displays properly? This discrepancy concerns me.

Thank you for your help - Jacob

Re: Invoicing

jdaniello — Thu, 29 Apr 2010 00:18:09 GMT

Amanda - Thanks for the help. Does this mean that the end of month batch invoicing option is not available in Method as it is in QX?

Jacob

Invoicing

jdaniello — Wed, 28 Apr 2010 01:01:10 GMT

In Qxpress you are able to do batch invoicing either at end of the month.

We are switching to monthly pre-billing (same amount each month). Currently, we do end of month batch invoicing. Does method support either of these options or just invoicing per job?

Thank you - Jacob

Re: Has mapping been pushed out yet? Thank you - Jacob

jdaniello — Wed, 28 Apr 2010 00:58:26 GMT

Wow! I am blown away by how fast mapping is!

I understand you are just rolling this out so no complaints. Will there be the ability to customize the order of the stops at all?

Have a great evening - Jacob

Re: Has mapping been pushed out yet? Thank you - Jacob

jdaniello — Tue, 27 Apr 2010 20:48:27 GMT

Paul - It's active now. Sorry - I didn't understand before - my mistake -

Jacob

Re: Has mapping been pushed out yet? Thank you - Jacob

jdaniello — Tue, 27 Apr 2010 18:28:10 GMT

Paul - Certainly I would appreciate it if you would be able to do this.

Please just let me know which account you associate the new screens with.

I'm very excited to get all of the FO's onto the new system.

As always I appreciate your help.

Have a nice day - Jacob

Has mapping been pushed out yet? Thank you - Jacob

jdaniello — Mon, 26 Apr 2010 18:42:51 GMT