Method Community

We get this error message on the invoice page in the october version in the August Version it works fine. The error relates to the Invoice list. ERROR: One or more fields referenced by your actions were not found on the screen. Please make sure all actions specify a valid object on the screen and republish. If the problem continues, please ...

thank you Jason! That is exactly what I need!!! But I dont know how to get that screen that you are on or how to run the report from CRM. Can you help me get there? Sorry, I feel like this is pretty basic stuff, I'm just not sure exactly what is going on:(

We are looking for a way to keep track of our Inventory with Method.   Is there such an application to assist with this?   Thanks   Sharron Moore

I am wondering if leads can have transactions and if those transactions would stay out of QuickBooks? I am thinking about importing our ecommerce retail customers as leads and including their transactions in the leads activity.  We do not import retail customers into QuickBooks which is why I would want to leave them as leads.  Please ...

Hi Nebo, There is an action available to make the field in a grid to work as a hyperlink, the action is called "Load Web Page".  You can find a good explanation of how this action works, took a look at this link from our Help Center Articles.  Essentially you can take a URL from a saved field and make it work as a hyperlink. ...

Hi Scott, To get you started, you can filter your reports directly in Method. If you edit your Generate Report action, you'll see filtering options. In your case, it may be best to filter for "Wholesale" in the CustomerType field if this is where you categorize your customers. See my screenshot below. In this example, ...

Hi there,    We are using API to import invoices into method, from a third party tool. Once this is done it shows correct time of import to me and another colleague. third coleague (Nicole) has the previous day set there. I was told that methodcrm picks up the time from local machine. I reviewed the settings on Nicole's machine ...

   Hello there,    I'm having links for call recordings imported into InvoiceLine Description http://screencast.com/t/DZauHZVI How should I edit this link so I get clickable links in MethodCRM customer portals. So the goal is that customers could click a link in grid in their portal that will open their call ...

Hi, Sorry for all of your frustration with this.  Unfortunately the Surface RT, while it runs Windows 8, is still a tablet and won't run Method through the browser like a regular desktop browser would.  You'll run into the same issues as other tablet devices.  Part of the issue is due to the dynamic screen ...

The MethodAPIGetScreenURLV2 does not work when the account has not been synced with QuickBooks. The link is instead going to the QB sync screen like it would if you logged in regularly and the account had not been synced to QB.