Method Community

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 ...

It seems Method doesn't allow * origins for API requests so I'm facing ye olde cross-domain content loading security roadblock.  When making calls to MethodAPISelect_XMLV2, I can see in my Chrome console an error message indicating my origin (my HTML is running from GoogleDrive) is not allowed. I understand ...

Good morning, since I do not want to go to the expense of recreating my method account to work with Quickbooks online , we are looking at using a third party hosting company that will host our Quickbooks database. So, my question is, how will this affect your sync engine running in the background? Is your sync engine capable of connecting to our ...

In that case you should create your template based off the Contacts table and select Activity.ContactsRef as a Detail Table. You'll then be able to utilize fields in both the Contacts and Activity tables. *Note: In order to utilize the Activity fields correctly you'll need to expand the Contacts table data set on the right side of ...

Hi, I am trying to use the API to create QB Estimates from the project management system I wrote for my client. I want to link my new Estimate to an existing Customer record, but I can't figure out how to do it. The best solution I have so far is to fill in the Estimate.Customer field with the FullName from the Customer I want to link to the ...

Is there any way of setting a filter on a grid depending on an action result retrieved on screen load? I'm looking to change grid filters when a particular screen is opened from different tabs and tab links. Edit: just found this in the grid actions under set filter view.

Anyone calling the Method API from javascript (jquery)? Examples?

thanks for the response. Issue is I need to pull fields from the contact table as well, not just the activity table. I know the tables are linked but I am just unsure how to create a report using contact and activity tables. thanks