Method Community

Hello Tim, Thanks for reaching out. After change in priorities, we finally got a chance to work on our REST API and are planning to get an Alpha version out before April 2020. If you would like to be part of our Alpha group please email api@method.me so that we can add you to our list.

Hi Ben, I'm having an issue with the outlook plugin connecting with my method account. I get the error that the API could not validate my log in.  <?xml version+"1.0" encoding= "windows-1253" ?> <MethodAPI response= "Failure. The API Could not validate log in......>    I've ...

Hey Tate, Glad you asked! The Method:New action Editor was definitely designed with the User Experience in mind - It has both a Drag and Drop interface, and the ability to 'Insert in Place'. We are also actively making improvments to the Action Editor based on Feedback from Users.  Side Note for Classic - Did ...

Hi Katie, Merge fields are a way of connecting data contained within your Method Database to your Reports and emails. There really isnt an imposed limit on which fields are 'Merge fields' per se, just about everything can be used as a merge field! If you were looking for a complete list of All the Tables ...

Hello Deb, The record could not be saved. The version of your accounting software does not support edits on this list or transaction from 3rd party software. Try editing the record directly in your accounting software instead. The error message above is incorrect. The error is actually being caused by an error in the table to which the ...

Hey Trish, We just came out with an updated UI for our New version of Method. Method:New is entirely mobile friendly and will resize properly depending on the device you are using. You can take a look by CLICKING HERE. The best way to experience Method:New is to get in touch with your Method Success Coach and they will give you access to ...

Hi Mahlon, I was able to replicate this behaviour. It appears that adding any actions to the Focus event of a field or text input causes the field or text input to lose focus. I have created a ticket for the development team to investigate and will keep you posted with any updates via this thread. For now, you will need to use a different set of ...

Hello Vicki,    The Contacts table is the one table that is automatically linked to the List Builder.  Check out this forum post for more info. It can be feasible using the Create Short Method URL action on the Onscreen Load action.  Take a look at the screen shot below.  The idea is to create a field on the List ...

Hi DavidD You can email the screenshot to support@method.me and we can have a look at it. I've had a bit of a play with customizing the Invoice screen and think I might know the cause. In the Invoice Line Item grid do you still have the % column? If this column isn't present it doesn't treat the value as a percentage ...

Hello Marcelo11756, You mentioned that you want the report with Completed Workorder in the specified daterange. In that case you dont have to add any button you can produce that report based on the stock screen.  Firstly, select the date range(From Date and To Date) on the Existing Workorder Screen, then on the Status filter type ...