Method Community

Hi BuvinJ - we do have this help article How do I find my Company Account?

Hi Cameron, Unfortunately, there is no way to change the table once that particular action has been set up (the insert record into table action) so you would need to start from the beginning by selecting the proper table. In case you’re curious, if we allowed users to change the table it would open the door to many potential errors. ...

Hey Matt, You can actually do this now it’s just not immediately clear the option is there. Here’s the basics: 1. Select the dropdown from the designer 2. Scroll to the end of the properties panel (for the selected dropdown) 3. Open up the Actions/Events options 4. Add at least 1 action to ‘Custom Row Click’ ...

Hi Mahlon, Permissions (and rights) were a work in progress during the time this initial revision of the Customization 101 doc was written. Rather than leaving permissions out completely we wrote a very high level intro with intentions of coming back to fill in the gaps. :) Thanks for the posts on this topic!

The following post came in via email: Hi, I want to use the Outlook plug in but don’t have a volume license therefore no Microsoft Office Customization Installer. Is there a workaround?

I’m all in when it comes to continually learning how to help keep myself sharp, but this year’s lessons have been bitterly cold with new concepts like -30ºC (-22.ºF) and terms like #PolarVortex. Thankfully, the birds are now chirping and we can rely on some older terms like spring cleaning. Spring is not only a great ...

  For many, the start of a new year means resolutions to get fit, eat healthy, time with family...I could go on but will spare you. For some of us at Method, this new year kicks off a new round of annual conferences. By now there’s a lot that is routine in attending conferences -- airport delays, long nights and early mornings ...

Hi Lance, If you haven't already heard, we've been very busy lately working on a re-haul of our Method CRM platform with a heavy focus on mobile use and friendliness on iPhone, iPad, tables, and etc. You'll be happy to hear that one of the first apps is a contacts app and are very close to a soft beta release with more ...

Hi AJ, It is possible to include an attachment in the email. Take a look at the Send Email action and you will notice the option for ‘Attachment Location’. If you use this with the Generate a Report action to silently run generate the report (un-checking the option to show it in a new window) this can be used in the Send Email ...

Hi there, Yes, this data certainly feeds into QB. You can access the time-tracking screen by changing from the CRM group or tabs to the QuickBooks group of tabs. Check out this help centre article and the great video that goes along with it. With some very basic customization you can add a button to export the data from the grid or use the ...