Method Professional Services

Mobile Version of Method

mlwells — Thu, 03 Jan 2013 17:17:11 GMT

I hope this is the right place for this post. I have a complaint. But before I start complaining, I just want to say that your customer support on both the forums and when you call in for help is awesome! Quite likely the best I've ever experienced. That being said, I do have some complaints, but I'll stick to just one. It is extremely frustrating that the mobile version is so difficult. It is extremely hard to select things, it won't even let you select different tabs (so you can't have them), and it won't load a calendar. Currently, everyone in my office is using the non-mobile version of the site because everyone finds it easier. But easier is still not good enough, and many are getting frustrated (and they only just started using it). So.....my question (err..hope) is do you think you'll come out with any mobile improvements? Maybe even ways to customize a mobile site other than clicking the make mobile friendly button. Personally I'd love there to be an app for method!

Error on action 13 when selecting a budget/contract.

Matt — Thu, 13 Dec 2012 22:00:07 GMT

One the stock Budgets/contracts screen, when click the Select link for a budget, I am getting the error:

An error has occured in the Update Field In Table action. Please verify all data being entered is correct.

Additional Information

Action Sequence Order:13

Accum B-Qty

Matt — Sun, 11 Nov 2012 23:27:48 GMT

I'm not sure that the Accum B-Qty is being calculated correctly and here is an example to show why:

Create an item that is an hourly charge.

Create a time tracking entry for say 8 hrs.

Create an invoice for the 8 hours.

Add another time tracking entry for 4hrs.

Try to create an invoice.

Since the 4 hours to be invoiced is less than the 8 hours already invoiced, the app thinks that an invoice should not be created.

In the Recaulculate button actions (On the bidget/Contract screen) the script to calculate the Accum B-Qty filters time tracking entries to only include those with billable status of Billable instead of including HasBeenBilled as well, and I believe this is the source of the issue.

Tab Organization

mlwells — Thu, 13 Dec 2012 16:04:36 GMT

Unless I'm mistaken, ther doesn't seem anyway to order the Tabs...I can order the screens under the tabs and the tabs under the screens but knw tab layout. I would really like to see this feature added. It wouldn't be that hard (I don't think it would at least, but really what do I know) and it would be really helpful seeing as there are tabs in my dropdown list that I use all the time and main visible tabs that I rarely or never use, like leads and opportunities.

Thanks!

Linking Activities and Time Entries to Projects (sales orders)

AutumnW — Mon, 15 Oct 2012 21:52:30 GMT

Hello,

I have customized Activity, Time Tracking and Project screens. I'm not using the Method process to track projects, and am not utilizing any contract types, budgets or line items.

My goal is to be able to link/relate a time entry and/or an activity to a project from the subject screens (Activity/Time Tracking), but view them from within the project screen.

To accomplish this, I added a dropdown on the time tracking screen and it displays exactly what I want (active projects for the selected customer). I have a text change action created to update the BudgetID field, which links it to the project. I can view the time entry from a grid within the project. This is all working great.

However, after I select a project and save the record, the project name chosen appears to populate all existing time entries. If I delete it from one, it deletes it from all records. The other records are not actually linked to the project, but just displays the name.

Not sure why this is happening, can you provide some direction on what I'm doing wrong?

Thank you!

Error Issue When Adding Contacts To Customer

SWH — Wed, 23 May 2012 16:30:45 GMT

I am having an issue when adding a new contact to new or existing customer. I fill in all the appropriate fields but when I try to save the contact, it gives me this error "Full name is a required field and is currently blank. Please close and re-open this pop-up to load the contacts Full Name". I have tried everything possible, changing names, using just first and/or last, re-opened, re-logged, etc. I am not sure what is wrong or what I could be doing wrong. Sometimes in a few days it resolves itself and sometimes it does not. Does anyone have any suggestions as to what I need to do to correct this. Thank you!

I have a screen shot of the error if I need to post it - thanks again!

Sheri

Exporting a report as csv

l.brandow — Tue, 24 Jul 2012 01:10:57 GMT

I was excited to descover it's possible to export a report in csv format from the Report Designer.

For some reason, however, the data gets cut off. For example, I created a Sales Order summary report. Any sales orders with less than 3 lines showed no lines. Any Sales Orders with more than three lines showed the lines less three. For example: one of the sales orders has 20 lines. The 20 lines show up in the print preview but not in the csv export. Only 17 lines show up in the csv file after exporting.

Import Tool

CF_Pro — Wed, 16 May 2012 21:23:28 GMT

Is their any documentation for the import tool, and any tips on how to do migrate from dynamics quickly and effectively?

TIA

Currency issue

Martin — Fri, 23 Mar 2012 07:35:05 GMT

We are in in South Africa, we have managed to change the currency to Rands but after doing so the estimates pdf shows Dollars in the rate column and Rands in the total column.

We have been continuously trying to get this resolved by changing our regional settings etc. this actualy does not seem to change anything.

Also I have another user which after changing his regional settigns he gets all currencies in Pounds and we cannot get to change it.

Please ccould somebody help with this.

Billable time not posting to QB from PS

info@jemelsmith.com — Thu, 23 Feb 2012 16:06:40 GMT

I have posted time worked on a budget/contract in PS. However, the time sheets are not flowing into QB? Most of the contracts are based on a fixed rate. However, for job costing purposes, we'd like to assign the time spent on each budget or contract. What changes do I need to make to ensure the billable and non billable time flows into QB time sheets.

Thank you,

Jemel Smith

info@bottomlinetaxservices.com (770) 459-1051 fax. (888) 851-1052 http://www.bottomlinetaxservices.com blog. http://www.bottomlinetaxservices.com/Blog/ twitter. http://twitter.com/bottomlinetax facebook. http://www.facebook.com/bottomlinetax linkedin. http://www.linkedin.com/in/jemelsmith

Archive the Data

Navitha — Wed, 21 Dec 2011 05:20:49 GMT

The data in my account is increasing and I observe the application is becoming slow, can you please let me know how to archive the data and use that data when required for me.

Thanks

Navitha.

End Loop Through Grid - Error

Navitha — Fri, 09 Dec 2011 06:02:20 GMT

Hi,

While creating invoice from sales order it shows the following error message in SalesOrder_CreateInvoice screen..

Expecting 'End Loop Through Grid'.

Action order: 16

Oh-oh. Your actions didn’t pass Method’s latest and greatest logic validation. If this screen worked earlier and has now stopped working, we recommend your administrator adjusts the actions to resolve this issue. In the meantime, you can switch back to the previous version of Method by going tohttps://www.methodintegration.com/NovemberTemporaryLogin

We didn't make any changes to SalesOrder_CreateInvoice screen. Can you tell me what may be the problem and how to overcome it.

Thanks & Regards,

Navitha.

Is there any reporting in Method CRM?

zorpiedoman — Mon, 28 Nov 2011 22:13:45 GMT

I don't see any reports anywere... am I missing something or what? I want to print out a list of paid invoices for a given period grouped by the 'assigned to' column... There has got to be something like that. It's a pretty basic need.

Save and Email on standard Pro Services Invoice Screen does not work

m.mehr — Fri, 12 Aug 2011 17:03:51 GMT

The Save and Email button on the standard Pro Services Invoice screen does not work. The email notification shows at the top of the screen and indicates 0 emails sent. I go straight to Customer Center-Invoice, select the invoice and Save and Email and it emails fine.

Error message "Invalid Column Name" on Time Tracking tab in Prof. Svcs.

mlongacre — Fri, 26 Aug 2011 20:04:12 GMT

I just added the Professional Services app to my account. When I click on the Budgets/Contracts screen, then click on the Time Tracking tab, I get an error message "Invalid column name 'Item' Invalid column name 'Item_RecordID' " What to do??

Retainer Computation - Include Sales Receipts

Kerry — Fri, 26 Aug 2011 21:27:46 GMT

Screen: Existing Bugets / Contracts; Refresh button actions:

Please consider adding another Retrieve Value from Table for Sales Receipts with another Basic Math line so that Retainer Items in Sales Receipts are addid to the retainer total.

This way retainters can also be sold on a Sales Receipts for all users without additional customization.

This makes the solution more flexible and direct when payment is taken at the time of sale.

Error when attempting to Approve Time Tracking Entry

m.mehr — Sat, 27 Aug 2011 00:52:10 GMT

Converting an activity to a Time Entry. When clicking on Activities->Approve and Close button on the Time Tracking screen, I get the message that asks if I want to close the activity, I click Yes, then the following error pops up:

The information sent back to the server is in an incorrect format. Please try again. If this continues to happen please contact the Method Integration Team with the account, screen and steps you took to receive this message.

Please advise.

Thanks,
Michael

Cannot select Service Item when creating new Time Tracking Entry

m.mehr — Sat, 27 Aug 2011 01:17:19 GMT

In an effort to workaround my last post regarding an error when approving a time entry, I clicked on the Enter Time button on the Time Tracking tab within a Contract/Budget. Service Item is greyed out and cannot be populated, yet Time Entry cannot be saved without it.

I am trying so hard to stick with Method to do my billing, but it is still imposible to bill individual time entries as line items (I cannot believe I am the only Method ProSvcs user who bills like this), and I seem to hit a new roadblock every couple of weeks or so, most of which prevent me from billing my clients on a timely basis.

Thanks
Michael

Fully Invoiced?

Matt — Mon, 20 Jun 2011 17:19:31 GMT

On the Budgets/contracts screen (original), all the budgets/contracts are showing as fully invoiced whether they have been fully invoiced or not.

Occasionaly, right after I enter a time tracking event a budget will show as not fully invoiced, but as soon as I select another budget it goes back to fully invoiced.

I'm not sure if it is because of this, but I am not able to invoice any of the budgets either.

Trouble Invoicing

Matt — Tue, 02 Aug 2011 22:26:23 GMT

I created a new budget/contract.

I added a Line item with the billing type as hourly.

I went to Time tracking and added a time tracking entry for 1 hour and approved and closed.

I went to Details tab and clicked create invoice.

I created the invoice for the 1 hour.

When the invoice screen appears, the save & Clos ebutton does not close the popup screen.

The Qty remaining shows as 1.00

If I click Create invoice again, it still allows me to invoice for 1 hour and shows Invoiced Qty as 0.

Summary Tab not updating

Matt — Sat, 15 Jan 2011 17:20:59 GMT

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 duration).

5. Clicked approve & close

On the Time Tracking tab, it is correctly multiplying the rate times the duration, but when I goto the Summary tab and click refresh the hours do not show up. I also cannot create an invoice because the amount is still showing as $0.00 on the details tab.

What did I do wrong?

Pro Services Invoice with multiple budget lines

m.mehr — Sat, 02 Jul 2011 04:58:56 GMT

I have billable time in two different budget lines on a contract, but when i click Create Invoice, only one of the line items appears on the Create Invoice from Sales Order Lines screen.

Any ideas why both lines would not be showing up to be billed? I verified that the corresponding QB Sales Order lines have the correct quantities and are not marked as closed.

Thanks!
Michael

Web Form

GaryK — Thu, 30 Jun 2011 15:25:24 GMT

The web form works great however we seem to get automated submissions. Is there a way that you could add verification challenge so that the user has to read characters and type them in before the form will submit?

Error msg

LaCrews — Thu, 02 Sep 2010 19:21:11 GMT

Hi Val

After setting up a budget/contract and associated activity, I went to the activities tab and tried to select my existing activity. I got this error msg.

Could not run the 'Show Screen In Popup' command, as there was a problem locating the Screen 'ProService_Activities(4)'. This Screen may have been deleted, or if you copied the original Screen from another account, you may also need to copy the Screen 'ProService_Activities(4)' as well.

Additional Information

Action Sequence Order:1

ProService Update - Wednesday, March 2nd 10:00am - 11:00am Eastern

Method_Valbon — Wed, 02 Mar 2011 15:07:33 GMT

We’re currently pushing a minor update to Professional Services. We ask that you avoid clicking and being in the Professional Services tab until this update is complete. Other areas of Method will not be affected.

Update is complete.