Method Community

Hello! I'm migrating data from SugarCRM, which has completely seperate contact and account tables. In the import/export tool there is no option to import contacts only, although there is a contact database. Older versions of method appear to have a seperate contacts table. In fact, I can see the contacts table in the current ...

When we import time records from our tracking utility into Quickbooks, the data shows up in QB for a time until it gets approved and then it is no longer visible via the TimeTracking "table". I am using the API to import data into a MySQL database. I delete and rebuild the MySQL TimeTracking table during each import. Now I find ...

I'm trying to create a report that shows all invoices that are paid for a specific time period - example all invoices paid from 03/01/2016 to 03/31/2016.  We calculate commissions based on a/r, so this is in essence a report that sales reps could pull at any given moment to see their status for commissions.  As my Master table ...

I built a RMA screen, and placed it under the "cases" tab within my method CRM. Every time I go to update the the table or fields screen I get an Error Message.  ------------------------------------------------------------------------------------------------------------------------------------ "We were unable to ...

Hi, Recently, I keep experience a random issue,  in my "customize" invoice screen, which I tweaked from default invoice screen. The issue is, the invoice line items are created and can be found in database, however, their invoice is not created or gone, I can not found this invoice in database. After adding some logic to check ...

Hi, I'm experiencing an error in accessing the Contacts table.  I go to Preferences > tables/field > Contacts and all I get is "Error..."  Please see attached screenshot for reference. Also I'm unable to get to my Contacts list in the contacts app.  I get the error message "Please try again. If the ...

Hi everyone -  I'm trying to make sure that all of our important customer information is showing in Method.  I haven't been able to locate the CC Email, or Mobile fields that are present as (I believe) standard fields in the Customer Information section of Quickbooks anywhere in Method.  I've looked at the ...

Hi! I understand that there are probably reasons why this is not made available, but, it would be GREATLY beneficial to me if there was a stock database diagram I could look at that detailed the Method database.  While customizing I notice that I spend half of my time wading through tables and exporting data to try to figure out how ...

Hello Everyone, I have a number of highly customized screens which have worked exceptionally well for us.  The biggest problem we have is with the limitations of the report writer.  Let me provide an example.  We have a Class Curriculum system that has three tables.   A list of activities, a list of materials used in ...

So, I am playing around with these two screens (as I am trying to make room for more tabs) and I am struck at how similar they are. Activities seems sort of like a more robust version of Cases to me right now. Could someone help me understand the difference in these screens and tables? I looked at the Method help files on them both and they ...