Method Community

Ben, This is something that can be done through the API.  You could use the the MethodAPIInsertFile or MethodAPIUpdateFile operations.  I'm not very familiar with the API myself, but I can move this post to the API forum where our developers can help you. - Adam

Were you able to reproduce this error? Need to go live soon, so wondering if I should just remove buttons for now?

Adam, I understand there is a process for these sort of things. I can say that it would be extremely helpful if we could start bringing this in, but I realize we are not your only customer. I appreciate you bringing it up with the team, and will wait to hear from you on this. Best, Charles

Well that's frustrating. If you want Method to be used as a full CRM for our customers we need to be able to adapt basic screens like this helping the end user. Is it possible through the API to create something that would work?

Charles, I did get a bit of clarification.  We can in fact see the field LinkedTxn field through the SDK but we don't currently bring it into Method.  It is available for Invoices, but not for InvoiceLineItems.  I can't say if or when this might get added but I'll bring it up with the team. - Adam

Hi Nick,  I'm going to look into this a little further. I'll submit a ticket with the team and get back to you as soon as I have an update!  Jason

I believe the user was using chrome. I'll have to check as not 100% sure, if not chrome it was firefox, i refuse to allow people to use IE

Thank you!

Hi Blake, No you're not missing anything.  Roles used to be controlled by tablinks, which is why you see tablinks in the table.  I'll put in a suggestion to see if we can change this or add a table so you can pull a user's role through actions. - Adam

Hi Ben, Unfortunately, the picture upload screen cannot be customized.  It is one of a handful of screens that you are unable to edit. - Adam