Method Community

Matt - Thanks for hleping out. Ben, Matt is right, if you have Customer conflicts, this will prevent the use of the FullName field as it will no longer be unique.  If there are no conflicts, you may still have duplicates. To find them, I'd export the Entity table and include the Entity Type, FullName and RecordID fields. ...

Hi Chris, Unfortunately the "Set color for field object" action doesn't works for buttons, only fields and objects.  Your workaround with swapping buttons (hide/show) is likely the best way to go about this.  In regards to your other issue "keep this side-by-side other objects..." not sticking, are you able ...

Hi Jeff, Although it's possible to import activities through the Activity table, we generally do not recommend it. Activities are heavily linked throughout the entire CRM to many other tables and fields, making this a daunting task. If you do go ahead and try to import activities, I would recommend exporting the Activity table from ...

Hi Scott, With our Report Designer tool, you can make your own reports or edit the stock ones available in Method. Click here for an article about the Report Designer which has the download link to install the program, and also a few tutorial videos to learn how to use it. Once you have got your hands dirty a bit, if you still have ...

Be, I've seen this happen when there is a sync error involving a duplicate customer. Try going to the resolve conflicts screen and clear up an customer conflicts and then try it again.

Hi Ben,         The field services table is where the records are based that were trying to open within the "assets" tab under the customers name. We like to track what equipment our clients have in their business so we can trace warranties and so on. So this is what I would like to happen.  1.) Search ...

Method Team, The website field in QBO is linked to the Contacts "Website" field in Method.  I want the Website field in QBO to be linked to the customer website field in Method.  I have linked the Contacts table field "Website" to the Customer table.  I have added the "website" field onto the ...

Thanks Adam. Just for my own personal reference, would you happen to know WHICH tables I can start looking at? Best, Charles

Hi Charles,  Unfortunately, no there isn't any documentation at this time. Your best option is to find the fields by clicking on Edit fields for the table (Customize > Edit Fields) and going through the list. - Adam

Hello, I have no idea why I'm having this problem since I've done it several times for different screens, but I am trying to create a drop down in  a new screen that is based on the customer table/list.  When I go to choose the field, the only option is the 'record id' field.  I haven't had any problems doing ...