Search results by user ID 8546

Re: work order and time tracking

Method_Phuong — Tue, 27 Jun 2017 19:28:09 GMT

Hi Tom,

If you are referring to the Time Tracking entry we can automatically create time tracking entries for those completed work orders as long as we have a duration of time, or Start and End Times. - with customizations. We have our pay as you go plan to help with this set up. Let me know if you are interested in more info so I can send you next-steps.

Thank you,

Phuong

Re: Shared Users Permissions

Method_Phuong — Tue, 06 Jun 2017 21:00:47 GMT

Hi Blake,

By default all users have records set to be "shared". If you prefer to have each user see their own assigned records, go to the "Customize" tab > Users > select a user on the list > "Edit" > go to steps 7 of 10 and instead of "Shares all Records", uncheck that option and define if you'd like this user to share any records with an(other).

Try it out!

If you would like to use our live chat option, go to www.method.me and you will find a green bubble at the bottom right hand corner. :)

Re: Import Errors

Method_Phuong — Mon, 22 May 2017 19:37:58 GMT

Hi Don,

You will see this error message when the record you are trying to enter has the exact matching Name to one already in your account. The "Name" helps identify a particular record in your account and because it is/eventually will sync to QuickBooks, we follow QuickBooks' rules and require it to be unique. To fix the error you see during your import, you can either 1. rename the identified record to something else, or 2. delete it from your .csv file, which then means it will not get imported into your account.

Try it out and let us know and find me on chat if you have more questions?

Thanks!

Phuong

Re: Copy 'Out-of-the-box' screens to new App

Method_Phuong — Fri, 12 May 2017 13:54:18 GMT

Hi Paul,

Unfortunately at this time our action tool does not have the ability to copy screens between apps. We are working on alternative solutions in the mean time to see if we can offer a work around and can share updates here when they are available.

Regards,

Phuong

Re: Multi Tenancy

Method_Phuong — Thu, 23 Mar 2017 19:26:19 GMT

Hi Garrett,

I had shared the answer with you over email but to make that available here in the forum community too, the answer to your request requires customizations if we wanted to alter the barriers between the different files within a multi-tenant environment. I am including our multi-tenancy help article here for anyone who wants to read more about the concept and filtering (closer to the bottom of the article). Our customization team is available to help get you started with a scoping session before diving into your multi-tenancy project.

Hope this helps.

Re: Field Services

Method_Phuong — Thu, 23 Mar 2017 19:19:25 GMT

Hi TomH,

A work order shows up on the Assign To user's calendar because a work order is an activity with a single Assign-To field. To achieve what you mentioned (the ability to assign a work order to a crew Leader and have that work order visible on the crew member's calendar too), you can customize your account in a number of ways, one of which is to configure the filtering to enable the work order to be visible on both the Leader and the Member's calendars. If you'll share your email on file, I can see if you've worked with our customization team yet and offer next-steps from there to help you get this started.

Thanks,

Re: How to handle DeleteFromDesktop Sync Issues

Method_Phuong — Thu, 16 Mar 2017 15:04:19 GMT

Hi Mahlon,

In Method:New to find the "Delete from Method" option, please follow the steps below:

go to Gear > Preferences > Quickbooks > "Sync Conflicts" > "View Sync Conflicts" > select all the conflicts you want to delete and at the bottom of the screen will be the option "Delete from Method".

If there are no sync conflicts, you will not be able to go beyond "Sync Conflicts".

Try it out and let me know if this helps.

Re: web to lead and duplicate records

Method_Phuong — Tue, 14 Feb 2017 16:15:59 GMT

Hi Gpeak,

The "duplicate records" you are referring to are Activity notifcations that are based off of the Web form linking back to the Opportunity and Activity tables. When your potential customers submits a web form, an Opportunity is created with the Activity type "Web Comment" to indicate/alert how they reached out to you and how you received them as a lead. Secondly, an Activity [yours being the type "Other"] prompts you/r user to contact the lead back.

If you would like to edit the alerts for the Web form, log into your Method account > Customize > Integration Tool > locate the one you have set up > go to step 7 of 9 to edit the Internal Email Alert.

Try this out and should you have more questions or need any assistance, you will find our chat option at the bottom right hand corner (in green) on our website.

Thank you!