Method Community

I need to get a customer record, but I have found very incomplete documentation of how to do something basic like this.  When I try to call MethodAPISelect_XMLV2, it returns "Please specify a list of fields to retreive data from."  Is there a list of possible fields somewhere?  Also I'm ...

We've just started with Method and things have gone swimmingly until I installed the Report Designer. For some reason, I cannot drag and drop fields into the Designer view. I created a test report for Campaigns so I have Campaign and Company tables. It has let me drag a couple of fields but with no rhyme or reason. I've updated my Java, ...

When I try to create a new report in the report designer, I can login, assign master and detail tables but when I click "create new report" a pop window appears, the title on the popup is "the report failed to be crea..." and the message of the box is blank.  I can provide a pic if that helps. Please ...

  With Method, you’re already saving time by having all your data in one place and synced with QuickBooks. But we’re always looking at ways to help you become even more efficient in your business. This is why I’m excited to tell you about the addition of our Import/Export tool in the new version of Method.   What ...

We’re looking to have someone develop for us an on-line calendar that will integrate with Method CRM so individual applicants will be able to schedule their appointments and our employees will be able to see and use the calendar and have the information available at their fingertips.  The beauty is that Method CRM API software allows ...

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 ...

Hello everyone, I am new to Method and I am trying to customize my CRM to my company's needs. I am somewhat familiar with SQL and wanted to know if this is a SQL based database. If it is where do I add my original list of sales reps, because on my "New Leads" page the system will not allow me to add a new sales rep. from the drop ...

Maybe I'm missing something, but is it possible to copy the Twitter, Facebook, etc. logos in the CRM_Contacts screen to my custom "New Contact" screen? They're not on my screen and it does not appear to be an object that I can select to add to the screen. Obviously I can pull the fields from the appripriate ...

Hi guys, I'm showing my coworker some things in Method, and I've realized that I misunderstand something about linked fields. To show her how to create a relationship between tables, I added a dropdown field in the Invoice table that linked to the Vendor table. Then, I added a linked field via that dropdown for the Vendor Phone ...

We are switching over from Zoho CRM which I have completely customized. I am having trouble figuring out how to work with the tables and fields in the customization. I have been trying to find a webinar or something that will give me help on this, but the only webinar I found was unable to be played on my Mac. I will try to explain what Im trying ...