Search results by user ID 4568

Re: Securing Client Information

LilAaron — Tue, 05 Jun 2012 23:57:04 GMT

How has this changed in the latest MethodCRM 6/5/2012? I'm not seeing a checkbox for "Is a https secure page?".

Securing Client Information

LilAaron — Tue, 05 Jun 2012 23:54:28 GMT

Can you tell me if this has changed in the current Method CRM as of 6/5/2012? I'm not seeing a lock when hovering over an unmodified Customers/Invoices tab link.

TimeKeeping in Field Service vs Employee Center

LilAaron — Tue, 04 Jan 2011 19:50:12 GMT

How does one handle travel time for service technicians that is not charged to the job but for which the technician would be compensated? I understand that, with programming, we can have a Start/Stop/(less lunch)/Start/Stop for the technician. However, how do you handle the time between jobs (such as travel) in Field Services? Here's the scenario:

1) The technician is paid from the time they arrive at the company office, less lunch time until the time they check out in the afternoon at the office.

2) The customer is charged only for the time the technician is working at the customer's site.

So how (and where) is the time entered so the technician receives his full pay and the customer is only charged for time spent at his site? This needs to be kept simple for the technicians.

Thanks!

Re: TimeKeeping in Field Service and/or Timekeeping in Employee Center

LilAaron — Wed, 29 Dec 2010 20:38:18 GMT

Hi Denis,

How does one handle travel time for service technicians that is not charged to the job for which the technician would be compensated? I understand we can have a Start/Stop/(less lunch)/Start/Stop for the technician. However, how do you handle the time between jobs (such as travel) in Field Services? Here's the scenario:

1) The technician is paid from the time they arrive at the company office, less lunch time until the time they check out in the afternoon at the office.

2) The customer is charged only for the time the technician is working at the customer's site

So how (and where) is the time entered so the technician receives his full pay and the customer is only charged for time spent at his site? This needs to be kept simple for the technicians.

Thanks!

Exporting all customer contacts

LilAaron — Sun, 05 Dec 2010 18:21:12 GMT

How do I use the Import/Export to print a list of all customer contacts, including alternates?

Help syncing Outlook Plug-In and Method

LilAaron — Mon, 22 Nov 2010 19:30:44 GMT

Trying to do my first sync from Outlook to Method and getting the following error:

<?xml version="1.0" encoding="windows-1252" ?>

</MethodAPI>

The Progress box says "25 out of 25 appointments processed".

It appears the Outlook Sync instructions were followed and the API has been activated for this user.

Inventory Costing methods

LilAaron — Wed, 15 Sep 2010 15:55:28 GMT

Will Method allow for Standard, LIFO or FIFO costing methods?

Re: Resolving user access issues

LilAaron — Tue, 06 Jul 2010 21:34:16 GMT

Problem is the Admin person is the one that is locked out with the wrong permissions. Any other suggestions would be appreciated.

Resolving user access issues

LilAaron — Mon, 05 Jul 2010 18:54:37 GMT

I accidentally locked my only user out of my account with access only to sales & marketing. How do I release the user and give it complete access again?