Search results by user ID 4217

Major Surgery

emsegal — Tue, 21 Sep 2010 15:02:33 GMT

I have a Method Account that I use for development and demonstrations. At this point it has so many things that have been put in and taken out that it is somewhat of a mess, and is not synchronizing correctly with QuickBooks.

Is there a way to do a complete reset - start all over again with an empty Method database, select a new QuickBooks file and go from there?

Thanks.

Field Services

emsegal — Tue, 21 Sep 2010 15:00:16 GMT

I am going to be demonstrating Method Field Services in about an hour and would like to show how a work order can be invoiced. However, on the Work Order list if I select a work order, and then say Invoice Selected Work Orders, I get a pop-up form that requires that I choose the related A/R account. However, no account appears in the dropdown list - just an error message. I do have an AR account in the system, but it does not show up on that list.

Since there is no AR account selected, I cannot invoice the work order. How can I fix this?

Process Flow

emsegal — Thu, 27 May 2010 15:08:47 GMT

Sometimes someone creates a record (a work order, an invoice, a timesheet, whatever) and it needs to be approved by one or more people before it should go into QuickBooks.

One way I could imagine doing this would be to just create a new table, like "Unapproved Timesheets". Manage the data in there until it gets all the approvals, and then use actions to move the record into the Timesheets table. This sounds managable but a little awkward.

Is there any way to add new fields to an existing QuickBooks table like Timesheets (new fields would manage the approvals) and then prevent the sync engine from pulling the records into Method until the approvals happen?

Or is there some other way of addressing process flow? I searched the forum for process flow, process managment, and approvals but did not get any joy.

Thanks!

Re: Read/Write permissions

emsegal — Thu, 15 Apr 2010 14:45:53 GMT

I am going to create a new table, called cases. In that table there will be a number of fields, including two dropdowns that refer to users. One will be "worker" and one will be "supervisor". (so I guess my first question is - how do I create a dropdown that refers to method users).

Then I will create two new roles - worker and supervisor. I want workers to only be able to view and edit cases where they are the worker. And then I want supervisors to only be able to view and edit the cases where they are the supervisor. So how do I set up those roles?

Thanks very much.

Read/Write permissions

emsegal — Wed, 14 Apr 2010 18:55:45 GMT

This seems basic but I don't know the answer - can I set permissions so that people can see some records, and not others?

For example, each lawyer can see their clients, but no one else's.

Or some people can write to a record, other people can only read it? And can I do this on a custom table?

Thanks

Re: Sending emails to leads

emsegal — Fri, 23 Oct 2009 18:40:28 GMT

I understand the delay - no problem. It is slow but I can live with it.

However, on the filtering I have tried a couple more times and always get the same result - every customer is selected, even when I specify leads only.

Do you want to have a web meeting and I can show you what I see?

Re: Sending emails to leads

emsegal — Wed, 21 Oct 2009 15:10:53 GMT

I have a similar issue. I am trying to fill a list and I click on "Lead Status Only" and "Is Active", then "Fill with Customers"- then there is a long delay, and the list is returned with ALL the customers on my list - not just the leads.

However when I am on the customer tab and I select "LEads Only" I do get the correct list - the leads only.

Re: Trying to send an email from Method

emsegal — Tue, 20 Oct 2009 16:23:19 GMT

OK I will try with a different email address. I have a gmail address, and I tried specifying the server as gmail com, but that did not work (got a timeout error). Do you know what server to specify with a gmail address?

Trying to send an email from Method

emsegal — Tue, 20 Oct 2009 15:36:11 GMT

I am trying to create an activity that sends an email from method. I have filled out the server name, username, and password in My Account. I have doublechecked that data and am sure it is correct.

I then created an activity, clicked on the email tab, and entered my own email address in both the to and from fields. I created a test email, clicked on the "Send Email" checkbox, and then clicked on "Save, Complete and Close." However, I have not received the email. I have done this a couple times, including waiting a couple days, and have not seen anything. I have turned off my spam filtering, that did not help.

Please help me figure out how to send an email out!

Eric