Method Community

I am trying to, as globally as possible, Add an "IsSMS" checkbox field to all Phone Numbers displayed and stored in Method. I hope it's perfectly clear...the idea is to be able to flag phone numbers which can receive SMS messages. I am not sure what all the entities are, even, but I beileve I was told that there is a ...

So we have the beta sync engine running now but I am trying to see where the advanced inventory information is? In quickbooks you can run an advanced inventory report and see the locations of inventory but I cannot find in Method the location field (Bins) to reproduce the same report in Method. Any clues? I am using the item inventory screen in ...

I created a button.  In the button action sequence I generate a report and an action result from the report. I then have two 'Insert Into Table' actions after that. One to create a Document Library record. The other to create a Document Library Link record. It all works just fine AS LONG AS I don't use the action result ...

Meghan, The codec could make it difficult to transfer the video to another format.  Could you tell me what version of Windows and the version of Windows Media Player you are using?  I'll try to replicate this on my computer. - Adam

I am using the latest version of Windows Media Player.  I uninstalled and reinstalled the codec.  Rebooted my computer.  Re-downloaded the video.  Still no luck. I am watching the wmv for customizing screens right now.  But for whatever reason, I still cannot get the Tables and Fields video to show video... only ...

Radwan, I just used another suggestion to export the data and in the export I found the ParentFullName ID which was the ID number that was related to a conflict - so that told me I could delete that ID.  Thanks, VLocke

Greg, Thank you for your input. This did help. VLocke

Hi Meghan, I've just ran this webinar on my computer and it worked. Can you tell me which video player you are using?  While I realize the other videos work, but have you tried reinstalling the codec? If you're still stuck, please give us a call at 1-888-925-6238 x2 so we can investigate with you and find a resolution. - Adam

Radwan, Thank you for your response. Everything seems to be running and syncing properly with this exception. Method is connected to QBO in this case - so there is no Multi-user mode. The customer I am trying to delete does not show any information on the screen when it is giving me the error message. I did look up the Record ID number and ...

Hi Peri Janis, Tags are an excellent way of classifying your leads for the purpose of creating email campaigns.   Associating tags to your leads cannot be done when importing directly into the Customer Leads table.  When you import a record into the Leads table, Method will automatically create a record in the Contacts table for ...