Method Community

Hi Mike, Unfortunately, this has been known for a while.  The search function is not ideal. To do a search, I'd recommend using "site:methodintegration.com" in Google and then including your search terms.  As far as keeping track of your own, I'd save them in an email folder so you can easily reference them. We will ...

Nebo, I was able to build a quick grid, adding this action to my "URL" Column, I have attached a screenshot here, of how it looks in my grid: When I click your link for Adam Apple in the grid, it opens a new window and goes directly to this URL.  I have attached another screenshot below, showing the actions I used to create this ...

thank you again Jason!!! I was able to make the button and generate the base report with wholesale customers, however, when it comes to adding the "and where" I don't see a way to filter out the customers as you mentioned in the previous post. I read through the filter options several times and am probably reading over the ...

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 ...