Method Community

Hi Dan, Can you please just confirm where you are wanting the bolded fields for me?  I have attached a screenshot from the Method Customer and Contacts List.  In this screenshot you will see a grid, and notice, for example, the column with the header "Rep/Type/Title".  if you look at the records for this column, ...

The following question came in via email I am trying to make our test session as useful as possible and we are uding a custom table in our current CRM to track software registration information. When I am adding a table to the system and I try to create a LINKED field, which is supposed to link the new table to the customer table. But the ...

Many of our customers have different negotiated prices for our different types of service offerings.  While the basic table would be the same for all customers, what is the best way to set up Method so that the prices within the customer pricing table could be different for each customer?  Also, not all customers use all the types of ...

Hi VLocke, This can be done fairly easily, the simplest way would be to simply replace the contacts grid on your Customer and Contacts List screen with a detached grid based off the Customer table.  You can then setup your new Customer grid so it appears similar to the original Contacts grid.  If you still want to see your ...

We have a pricing table that needs to be displayed to all of our Method Users but we wish to limit the updates and additions to only one person.  Unfortunately, it appears that to be able to do updates and additions, we need to have the updatable fields loaded onto the grid for the screen page.  Even though we can select "Hide" ...

I found my mistake.  I had not changed the "SOAPAction" to MethodAPITableListVs.  That is why I was getting a response with MethodAPISelect_XMLV2Response tags. Problem solved.

To prevent quote errors and to make the "Total Fee" column stand out from the other fee columns we need to display on screen in our pricing table, is it possible to bold the data displayed in this one field column?  In the "Customization" / "Screen" / "Field" / "Edit" / ...

We have a web app running which connects through the MethodAPI, retrieves data, disconnects, processes the data, then repeats.  I am using PHP, XML and cURL.   Now I am working on another web app to simply retrieve a list of tables using MethodAPITableListV2.  I get a failure response: "Failure. The API could not ...

Hi wildlife, The reason your invoice template can't send through the activity screen is because the fields in the invoice don't correspond to the activity screen's mail merge fields. You can learn more about the mail merge here. The only fields you can plug in to the template are fields that are accessible in that screen -- in a ...

No it dosnt and I have activiated the method support user so you can log into the account to see whats going on. Company name is Wildliferemoval The only template that seams to work on the activity send email page is the method overdue ballance template.