Method Community

Is there a way to lock the grid header rows like can be done in an excel spreadsheet. This is very handy when scrolling down a long list. Thnaks Scott Drury scott@visualint.net

A screen of the "Retrieve Value from Table" is in an above post.  Here's a screen of the "Insert Records into Table": Understand that your values will be different.  If you can give me more information and detail on what you are entering I can help you a bit more.  If you wish, you can also ...

Hi Nathan We've already done work around this type of solution.  There are lots of possibilities.

Ben, Good to hear you concur. What is the ball park time line for the new version?

Hi Jwarren, Thank you for the feedback, as we also use Method users here, so I do agree with what you are requesting.  I can definitely make a request to add this option to the pop-up sign-in Window.  However, I believe there is currently a link on this Timeout pop-up screen to go back to the main login page, ...

Hi Mark, To take it a step further, do you think that Method could then be customized, or an App built, to work within Method to perform as an order management/fullfillment application, such as OMX OrderMotion? http://ordermotion.com/ Thanks, Nathan Hotler, CPA Account Supervisor, Client Accounting Services 11766 Wilshire Blvd., Ninth ...

I have several custom fields in the Item table in QuickBooks. When I create a Sales Order and select items, Method is able to write to these fields (the sales order goes through fine and all data is saved). However, when I try to edit the sales order with Method, I get an error stating I cannot edit the selected field (one of the custom ...

What you'll need is to use a Character Function to join the two values.  That character function will save the joined values into an action result that you can then insert into the appropriate field in the grid. As long as you make that field unique in the table, it can act as your key. - Adam

We are making our move to Method CRM from basically a mix of other software programs. We have successfully imported all of our Quickbooks data into method as well as Leads from another program. What we need to do now is import our contacts into Method using the CSV format. My main question is, Is there a way to import more than two contacts into ...

Hello Support, You know what would be real nice? When I get timed out of a session to be able to have the same login options as I have in the main login screen. The popup to log back in does not allow easy access to choose Google or Intuie OpenID logins. Just an Idea...