Method Community

Hi, I want to create the new table using the exsisting table. I want to create a copy of the existing table. Can you please help me. Thanks, Satish.

Hello, Is there a way to save into the document storage file types that are not listed?

I noticed on Method's website the data storage limit is 500MB times the number of paid users. Is there a way to view current data usage? I was able to make a report for the number of portal sessions by using the UsersSignInLog but I cannot find where the data limit is stored in Method. If a report is not possible, is there a way to view ...

Hi MikeH, I have been looking into the issue you have explained, your example was helpful, saved me some time in testing.  I have been able to replicate this in my own account, for some reason a few of the "6"'s are getting dropped for the "Contact" Field during the save.  As a more advanced test, I exported my ...

Hey JWS, That is some odd behaviour you're experiencing. I'll need some more information to troubleshoot your issue: Can you tell me specifically what field you are using to store the names of the employees who have worked on the building during production? If this is a custom field, is it being stored in the Sales Order table or is ...

Jason, We do residential remodeling. Clients use us for additional projects in the future, but the frequency is often years between. In other words, they would not be login into the portal but just the once, or twice if we did the job. Then, by the time they were ready for more work, they pretty much would be starting over again. Admittedly ...

Hi Steve, It is possible to customize your Web-to-Lead form to allow for something like this, however you may run into problems when multiple appointments are scheduled at this same time. The best solution right now would probably be to redirect your new leads from the Web-to-Lead form to the Contacts Portal. Once they are entered ...

Hi All!  First time user (only 2 days into Method CRM!).  I have synced Method with QBO and I have many many customers who are old and can be deleted.  I found a solution in the Knowledgebase and found instructions on how to Delete a Record from Table but I cannot find any reference to an "Action Drop Down List" anywhere ...

I have a better example I just created. Enter the following into the customer table: (all fields are 6 1's, 6 2's, 6 3's, 6 4's, 6 5's, 6 6's separated with a space) CompanyName = 111111 222222 333333 444444 555555 666666 Contact = 111111 222222 333333 444444 555555 666666 Name = 111111 222222 333333 444444 555555 ...

I created a new entry in the Customer table with the following: Assign Value to ActionResult: resultName = New Company 33 Insert record into Customer table: CompanyName = resultName Contact = resultName Name = resultName When I export the Entity table I see the following entry: CompanyName = New Company 33 Contact = New Company ...