Method General Q & A

How Do I Have Method Classic Open at The Same Time As New In The Same Subscription

DaveGutie — Wed, 18 Feb 2026 04:43:08 GMT

I'm migrating a customer over from Method Classic to Method New. Is there as way to have both Method Classic and New open in the same subscription at the same time? I keep getting knocked out. I've tried using different browsers and up Chrome Incognito window & Edge InPrivate. I've also duplicated a tab within Chrome and tried to open the Method account again, but that bumps me out as well. The goal is to be able to have a screen open in Classic and then I can go through that screen to replicate it in New; Action by action.

grid column formula

MarkC — Wed, 30 Jul 2025 21:16:49 GMT

Can you have a formula that aggregates data from a linked table? I believe it use to be called sql overide

error generating report

BeHappy — Wed, 14 Aug 2024 15:59:22 GMT

In my PO app I have 2 buttons on the page. They each generate a report (different versions of the PO.) One button works great. The other gives me an error. I cannot figure out what the difference is. The report looks great in preview. I tried copying the other report and just changing the 2 fields. I tried copying the button that works and just changing the report it generates. I cannot figure it out. Any thoughts?

The error I get is:

A005 - There was an error generating your report. Please check your Generate Report action to ensure all fields are setup properly, and that the report loads correctly in the report designer.

Additional information:

Line 2 - Generate Report

Convert Accepted Estimate Into Multiple Invoices

DigiRizz — Fri, 03 May 2024 16:32:02 GMT

I'm not finding a method to create multiple invoices from an accepted (with deposit) estimate. I often bill in 1/3rds or 25%.

Let's say I made an ESTIMATE for $1000 with a $500 deposit due. They accept and pay. So if I open the ESTIMATE and CREATE INVOICE, the new invoice only shows the entire amount due. So how do you create multiple invoices from the balance (such as $200 and $300) from the estimate?

Also, how do you connect an ESTIMATE with those related INVOICES? Is it just with the EST and INV # and our own internal code? is there a BEST PRACTICE?

Thanks for the help!

MNR

Adding a birthday field

GlobalCruiseVacations — Sun, 16 Jun 2024 15:54:03 GMT

followed the instructions on Method to add a birthday field, but I’m running into an issue. When I reach the last step to add the field to the collection form, it’s not available in the drop-down menu.

Here’s the link to the article I’m following: https://help.method.me/en/articles/2456453-edit-an-existing-email-template Specifically, when I get to step 8, “Add another Field to this Action,” the birthday field does not show up.

Has anyone else encountered this issue? Any advice on how to get the birthday field to appear in the drop-down would be greatly appreciated.

Thanks in advance for your help!

Bypassing Payment Processing in Method and Redirecting to PCI Compliant Form

GlobalCruiseVacations — Sun, 16 Jun 2024 15:48:33 GMT

Hi everyone,

I’m looking for some advice on how to integrate our payment workflow with Method. My company doesn’t process payments directly from consumers. Instead, we collect their credit card information and pass it on to the cruise lines using a PCI compliant form.

I want to fully utilize the functionalities of Method, but bypass the payment processing feature. Ideally, when a client accepts a proposal, they would click on a link that redirects them to our PCI compliant form for payment details.

Can anyone suggest the best way to set this up in Method? Any guidance on how to integrate this smoothly would be greatly appreciated.

Thanks in advance for your help!

Character Function: Find in Json

GroGreen — Wed, 30 Oct 2019 22:44:49 GMT

Hello, I've created a Web Service Call which sucessfully returns some info in JSON format.

I am using the Caracter Function: Find in JSON to retrieve a value from it, however it keeps coming up blank. The documentation doen not show any examples. What am I doing wrong?

This is the response:

{"observations":[{"stationID":"IONTARIO928","obsTimeUtc":"2019-10-30T15:12:03Z","obsTimeLocal":"2019-10-30 11:12:03","neighborhood":"Nelson","softwareType":"weewx-3.9.2","country":"CA","solarRadiation":120.0,"lon":-79.83916473,"realtimeFrequency":null,"epoch":1572448323,"lat":43.37555695,"uv":0.6,"winddir":26,"humidity":76.0,"qcStatus":1,"metric":{"temp":9.2,"heatIndex":9.2,"dewpt":5.2,"windChill":8.1,"windSpeed":8.0,"windGust":8.0,"pressure":1025.06,"precipRate":0.00,"precipTotal":0.00,"elev":148.1}}]}

I am trying to get the value for temp using the following:

Evaluate the Following:

JSON Text: {my action result]

Find Value for Key: Text - temp

Store Result in {my action result}

Recorded Payment Deposit Account

sp9001 — Mon, 06 Mar 2023 02:01:05 GMT

I'm looking for some best practices for changing the deposit account used when someone does an online payment to an invoice.

I've found in the payment app where it searches the paymentgateway table and tries to grab the DepositToAccount - RecordID, is it safe to just update that table record or is there a better way to update it?

Report Designer Null values

EcoAustin — Thu, 16 Feb 2023 17:07:41 GMT

Hello,

I am having an issue trying to replcae any null values with " N/A ".

It seems to work with 4 out of 5 of the table cells, but one of them continues to print the " `` "

Is there anything I'm missing here why it would continue to print that, instead of replacing it with N/A?

2nd email address in contacts

dreich — Mon, 06 Feb 2023 20:06:32 GMT

Is there a way to add a 2nd email address to a contact? Some of my contacts send me emails from their work email address and gmail address. I want to have both saved under his method contact, but I cannot find a field for that. Can it easily be created?

Copy data from chrome into Method

dreich — Mon, 06 Feb 2023 20:34:40 GMT

Is there a google chrom extension that could copy select data from a webpage I am on and help me create it into a lead in Method, rthaer than copying and pasting data manually?

We Created a Shipping Tracking App Including Freight

boblaw — Wed, 05 Jun 2019 18:52:16 GMT

Guys,

We are considering putting something out there that will utilize the Method API along with a third party shipping/tracking service (Aftership) and provide a service that will pull tracking data based on a field in your estimate/invoice/sales order/purchase order that contains your tracking number.

This can run on a daily/hourly basis and will push the last status (checkpoint) back into a field in Method.

We are testing it right now in our instance but might offer it as a 3rd party service. If you are interested reply here (or DM me... if that is even a thing here).

Feel free to ask any questions.

Bob L.

Are you using method for demographic tracking?

SCLLC — Tue, 28 Feb 2017 01:47:53 GMT

Is anyone tracking demographics such as age, home value, car make, number of kids, etc.?

If so how are you doing?

Thank you

Record ID For Second Page in App

rollerroman — Tue, 25 May 2021 23:24:37 GMT

I have an app with customer info etc. I want to create a second screen for detailed info. When I click on a button to go to a new screen, the new screen has a new Record ID. The record ID is different every time I click on that button. I can't "set the recordID" of the screen because a) the first time I click this link there wouldn't be a recordID, and the second time I would need to go to the first recordd ID, not a new one. I couldd probably create a conditional statement like "If this button has not been pushed, go to this screen and then save the active record ID into a table. If it has been pushed, load record ID from this table" but this seems a complicated way to just simply add a second screen to an existing app screeen.

How do I create a second screen that will have a consistent recordID?

Thank you!

QBOL - Customer vs Sub Customer

Ruth Leighton — Thu, 06 May 2021 13:45:26 GMT

Hello, our contact data is currently stored as organisation details at the customer level and then the employee (s) detail at the sub customer level within QBOL. Can we create this view within the contacts overview?

Organisations

Employee 1

Employee 2

ETC

JSON Encode the Item Description

bryanfromcleveland — Sun, 11 Oct 2020 15:27:54 GMT

Hello.

I have an html input for an item description.

The item description will be sent via JSON request to shopify.

However, the item description has multiple lines, which break the JSON format.

How can I remove the new lines or encode them? such as \n

Method Report Designer "1=1 permission" error

CBSOLUTIONS — Tue, 25 Jun 2019 17:23:11 GMT

Hello,

I am having an issue with the Report Designer. Whenever I attempt to create a new report or edit an existing report I get the error message:

"The Login 'Name' is not assigned to any Tab Group (Role) that has 1=1 permissions turned on."

Now as far as I am aware the new release of Method does not have Roles and Group Tabs anymore, so I am not sure how to proceed.

Thanks,

Connor

Integrating local IP PBX call system with Method

Anoop Behal — Tue, 23 Jul 2019 13:25:22 GMT

Just wondering if local IP PBX call system can be integrated with Method system. Need to get a pop up in Method screen if call from some customer is received on local IP PBX.

Email Merge Multiple Records

rollerroman — Fri, 03 Jan 2020 19:32:28 GMT

I am trying to email a list of people who worked on a project. The main page is in one table, and I have an editable grid within that page with the list of people who should be included in the email.

I can join all of those entries, and I can put that into an action result, but then when I try and merge that action result into the email template, it asks for a record ID, however I don't have a record ID as it is coming from an action result. If I put in the active screen record ID, it errors.

So, my question is, do I have this setup correctly, and if not, is there a better way to do this? What is the best way to include a list in an email template.

Thank you for your time!

Gmail Sidebar

Geekoid — Mon, 16 Dec 2019 21:23:56 GMT

I received this email from G Suite:

Starting February 15, 2021, G Suite accounts will only allow access to apps using OAuth. Password-based access will no longer be supported.

Is this on the roadmap for Method's app?

Thanks,

Brett

Reduce Padding in Editable Grid

boblaw — Fri, 31 Jan 2020 15:01:57 GMT

We are finding that the default padding int he Editable Grid is casuing some visual issues with the amount of "real estate" that we have on the page. We have a datepicker in one of the fields and it is often obscured.

Is it possible to alter the CSS style in an editable grid to reduce the padding? I did not see options within the styling of the "editable grid".

Thanks.

New Payment gateway provider

Sush — Tue, 25 Feb 2020 10:00:51 GMT

Hi, is there a way to add a new payment gateway provider to the list of payment providers in Quick books online?

Our Vendors receive emails with invoices with Pay now button. When thet click Pay Now button i want the payments to go through my Client's Payment Gateway instead of QBO and i do not see a way of achieving this. Can anyone help me ?

Activity Contact / Entity Relation

TimNolt — Wed, 19 Feb 2020 17:49:34 GMT

Checking to see if there is a limitation that prevents the Entity from being differenet from then activity contact. Trying to make Method job based rather then contact based. We have been successful in changing the opportunities window to have separate contact and entities but running into trouble with the activity window.

Moving Email into Contact Management

mwillis73 — Sat, 10 Nov 2018 00:50:13 GMT

Hello. New user here. Certainly like what I see so far.

I need to be able to move the existing emails that I have sitting in Gmail into the CRM so I have a record of what happened with each client before I moved into Method. Other CRMS have had an email address that you could forward your existing email to.

Is that the case here? If so, I can't find it.

I am a one person operation, operating on a Windows 10 pc and using Chrome as my browser.

Thanks in advance for any assistance.

Opportunities with no Estimate

LeighP@Eagle — Tue, 21 Jul 2020 17:03:21 GMT

Hi there,

Is there a way to get a grid view of all the opportunities that don't have an estimate linked to them?

Ordinarily, I would write a "not in" SQL to achieve this but I can only find information about SQL overrides in older versions of Method in the forum.

Thanks!

Leigh