Method Community

When I view all posts made by me, there are tons missing - including one from today. How is this possible? Is there a way for me to see them? It's very difficult for me to track and revisit outstanding issues. Thanks

Hi, I'm working with a client on a project which involves pulling their Method data to a local database for reporting purposes (Using VB.Net). I'm using the API call MethodAPISelect_DataSetV2 to pull all of the records the Customer's table using "WHERE 1=1". In Method, we're seeing about 18,000 records, ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity Fixed (#4660) - Addressed issue where default activity status is not loading. (QBO) Invoice Fixed (#4644) - Removed depreciated filter views. ...

Is there anyway to upload images or documents to a case using the case portal? When you open a case the email comes from a registered CRM user, is there anyway to have it come from a generic noreply@ecoxotic.com email? Also how do I modify the tabs for the case portal? Thanks, Brian

I want to add a customer attribute called "IsDormant" to represent current customers that are classified as dormant. Here's the problem: The Customer List screen is based on the Contacts table The Customer Edit screen is based on the Customer table Which table to I add the "IsDormant" field to? Both? If both, is one ...

Any chance that you guys are working with one of these integration services? Zapier Cloudwork ItDuzzit OneSaas IFTTT Elasticio These services work with many of our other web apps and it's a great way to quick integrate data using APIs.  I'm about to pay a programmer a lot of $$$ to create integrations with the Method APIs so I ...

I would like to create (or have created) a method CRM application that will evaluate: Customer A has not ordered for X days.  Send him an email with product suggestion, discount code etc.   Customer B ordered  product M,  send him a thank you and recommend that he consider product N, with discount code.   Method will ...

Hi Ben, I've set up the grid as you have suggested me: http://screencast.com/t/rw6J82WZfqL http://screencast.com/t/rw6J82WZfqL http://screencast.com/t/qf5Cfaxjj5u When I go to that grd and hit the link button it gives me this error: http://screencast.com/t/BTjt7rxJeQ You can see the format of link in Desc field and I tried it ...

Hi Scott, Not a problem! We have some customization webinars that may help. Click here and scroll down to the Customization section near the bottom of the page. Basically, you need to choose a screen in Method where you want to generate your report and customize it. You can customize a screen by right clicking it and choosing ...

Hi Nebo, I believe what you said is correct regarding how Method gets the time info, so I am not sure why this is happening.  Could you do a test for me to verify if it is Nicole's computer is causing the issue?  Would it be possible to have Nicole attempt to import invoices from one of the computers that was giving the ...