Method Community

Hi gbisaga, Using MethodAPIFieldList or MethodAPIFieldListV2 will tell you the related tables for a field (if any). For example when I query for information from the estimate table...the information I recieve(note I'm only showing the part for the field customer) is <Record>       ...

This message is basically saying that the filter criteria in the Generate Report action needs to be filled out correctly. Can you provide a screenshot of the Generate Report action properties, it's the screen that posted in one of my responses above. You can use a free picture upload website such as imgur.com, or just search for another site ...

What table is the Referral Source Entity field attached to? That's the table that would also need to be regenerated. Did this help solve the problem for you? If not, then please follow my second suggestion and let me know what happens. - Ashur

ok I created my report but now when I try and filter using the comments field in activity I get the following error. Error^Action Sequence Order:1^ERROR:You have specified that a filter should be applied to your report, however no filter criteria was sent. For security purposes, this report cannot be shown.

I don't have a Referral Source entity table... Referral Source Entity is a dropdown in my Customer and Entity tables, and is not marked as unique in either of them. Do I need to create one? It did not appear to be necessary for this to work in the Edit Lead screen. I regenerated the Entity and Customer tables.

Hey ashead, Regenerate the Entity, Customer, and Referral Source Entity tables (in that order). To regenerate a table go to Customize > Tables/Fields > click on the table name (e.g. Entity) > then click Finished Editing Fields. Rinse and repeat for the other tables, then check your screen again. *Note: When you are in the Referral Source ...

Hi Bryan, The short answer is yes, its capable.  Both of our hosting partners, Insyq and Right Networks, have managed to get the Method sync engine to work with their hosting solutions.  I believe there are others that have been able to get it to work as well.  With that said there are some considerations to take into account. ...

This is a guest blog post by Laura Redmond.  Laura runs Redmond Accounting, a cloud-based accounting firm, and is a partner at Cloud Consultancy, the publisher of AERO.  Method is her tool-of-choice for automating manual business processes. AERO is a new app for Method CRM that allows you to manage multiple staff performing multiple ...

Thx Mark. I have a couple questions about that...will hit you up via email. Thanks again

Blake I know you want to avoid the IT comlexities but we've had great success with the proxy route.  The key component is the IT infrastructure.  Once we started using AZURE as the infrastructure we can deploy a new proxy service in a matter of minutes. Since AZURE is microsoft everything is controled within ...