Method Community

Sam... one question I have is how exactly do I do a modify import? I've prepared some test records to modify but I want to be clear on what I need to do to modify rather than overwrite the current record data. During the import process at the Validation step will it ask me if I want to modify existing records?

Sam... thanks for the reply. Yes basically what I need to do is merge a handful of data fields to actual Customer's not Customer Lead's in this case. The Customer Lead's are complete and require no merging of data from the legacy QB Customer Manager system. Based on your responses I think I have a handle on what needs to ...

i was using chrome and also tried firefox. I thought we were supposed to stay way clear of IE. Anyhow I get the same issue in IE. But I found my buttons but this is crazy strange by hiding the section the buttons were on the buttons appeared on my edit screen?!?! Not sure what is going on with that.

Hi Ben - Did you try using a different browser?  It's my understanding that Internet Explorer (in Windows) works best for designing screens.

So having some weird errors when trying to edit a screen I created. I have the standard buttons method gives me when automatically creating a screen when creating a new table. all of a sudden they stopped showing in my edit window, but are still showing when I view the screen. Its a pain as I need to add action steps to those buttons. I tried ...

Hi, I am trying to sync over my Customers table to my own database to allow faster/more complex searches than the API allows and I am running into a problem. How do I know the latest rows to fetch from Method? What I am currently trying to do is get all rows with TimeModifiedAccounting > max(TimeModifiedAccounting) in my local table. ...

Hi, The PurchaseOrder table is already linked to the PurchaseOrderLine table.  My guess is that you are looking to add the RefNumber (ie. purchase order number) field.  You should be able to simply add the linked field without any additional work.  See the screen below: The likely eason that the MFR Part # and ...

Hey Stevie, The MergeONNextSyncTo field simply asks Quickbooks to merge the records on the next sync. The merge is done by Quickbooks, not Method. Since leads exist in Method only, and not Quickbooks, you cannot merge leads. Do some testing before you start merging so you know exactly how Quickbooks will merge the data.  However, you can ...

Hi Martin,  This issue has been resolved with the latest update . You can verify this by logging into your account. You wont need to use the workaround anymore.

We are brand new to Method CRM. I am a developer, so shouldn't have too much trouble with a little good direction here. The screen I am trying to create is pretty straightforward... a listing of all OPEN items on purchase orders, with searchable column fields for: MFR PART # (manufacturer's part number), ITEM CODE (item name), and ...