Method Community

Adam, I see that on the default estimate screen there are actions to link and upload a document. There are also a group of actions that assign the estimate record ID and entity full name to shared results. The edit CRM_EditDocumentExistingLink screen is then popped up. This displays current documents in a grid and there is a link on the grid ...

The information at https://www.methodintegration.com/MethodAPI/service.asmx?op=MethodAPIInsertV2 appears to indicate that you can call the API with a simple HTTP post. I would like to avoid the overhead of SOAP. I tried guessing a few delimters to pass the arrInsertValueArray and arrInsertValueArray but I didn't get anywhere. Is this ...

Thanks for checking Jason. Did you hear anything back from the developers?

Greetings, Getting this message when I press the new activity button while in acvity list screen. Could not find field 'CRMActivityDefaultActivityType'. Could not find field 'CRMActivityDefaultActivityType'. Additional Information Action Sequence Order:272 Stock screen John M

It is neccessary for us to capture a signature for the sales order. We currently print and have the customer sign and then scan it back into Method. I just thought it would save alot of time entering a signature right into the edit customer page. It would certainly save our sales team some time.

Hello Sharron, Can you expand about on what you mean by rendering HTML, you are talking specificly about Method Web-Forms?  Are you wondering if you can add html code to the text fields? -Ben

Hi Joey, There currently aren't any known issues with Quickbooks 2014. Check to make sure your Method Integration Engine is still connected to Quickbooks, and that there are not any conflicts listed on your Quickbooks>Resolve Conflicts screen. If you are still having issues, feel free to give our support line a call, or ...

Hi Andy, If you were to take a look at the DocumentLibraryLink table, there are some dropdowns field for Estimate, Invoice and such.  You could add a dropdown for Purchase Orders and engineer the button the same as the Estimate and Invoice screens. Hope this helps, - Adam

Hi JWS, There could be a couple of ways to approach this, but this depends on how are you are attempting to add your customer's signature.  We have had this request in regards to mobile users in our forums, I found this link, which talks about how it can be done using a specific Android Application.  I am not making any ...

I need to add phone number field to a custom report in Method based off of work orders.  The current custom work order screen does not have a phone number field on it.  So I know I will need to add the phone number field to the work order.  I need to pull the phone number from the customer record.  I have created a field ...