Method Community

Is it possible to create a new contact when raising an activity from a web form or must the contact exist already?

We received this email - "I am trying to put the Manufacturer part number on the quote. When I enter "EstimateLine.item" it gives me the entire grouping breakdown with the part number. How do I get ride of that and just see that part number?" Jake,  The Item dropdown field in the EstimateLine table ...

We recently did some paid programming with Kalvin from Method. After all of our changes were said and done, everything appears to be working as it should. However, the Convert to Customer button is gone on our Leads screen. We are no longer able to convert any lead to a customer. Can you help with this? If you need more information, please let us ...

Sam, Thanks for you efforts on this issue.  I got it to work by doing my own distinct value test using a conditional within the loop. Rolf

Hello Furrywombat, There are a couple of different ways that you can go about doing this, however before getting into too much detail, it would help to get a better understanding of what are trying to achieve.  If you are looking to simply edit the fields from the Screen’s Grid and have it update only on the Method side, then you ...

Hey everyone- We are in the process of brainstorming ideas for stock Method CRM reports and figured who better to ask for suggestions than people who use Method on a day to day basis.  If you have any suggestions or ideas for reports that would be useful to all Method users and you think should be included with Method out of the ...

Hey Rolf, Unfortunately, Method does not allow for the SQL DISTINCT keyword. Also, the value from row has to be the from the same field as the distinct option. Based on what you've told me, you might be able to get the result you want by embedding a second loop into the first loop. (First loop gets distinct customers, and the ...

Is it possible to apply a credit memo to an invoice through the API? If so, which tables/fields would I use?

Hey andy, Try this in Firefox, but first clear your browser cache/history. It shouldn't be happening but there is an issue with web forms on Google Chrome having their data reset as you mentioned, plus some other strange behaviour. Our dev team is working on getting this resolved so in the meantime using a different browser should help. As ...

Sorry, just seen an earlier post. I'm now using Firefox and it seems to be working.