Method Community

Hi Teamlousih Last week we simplified the way you sign into Method:CRM - you now only need your email address and password.  Our API should still accept your existing credentials if they are still valid.  The migration to the new sign in was automatic for the majority of our users, though there could be outstanding conflicts ...

Thanks Justin for awsering back. So what you are saying is that any mobile # you put in crm will not go to QB and that any Mobile# you put in qb does not go to crm either.

Hi GetRXd, 1) If you've created an Email field in the Estimate table, it will only be available in screens based off of that table. You'll have to add an Email field to the Invoice table if you want one available there as well. If you were to create an estimate in QB, then sync it over to Method ...

I have a situation where Show Message action truncates a url that is stored in a field in a table. Here is the value stored = https://www.method.me/cs/forums/p/6510/24186.aspx#24186 I ran a loop trough my Method Forums Grid to grab a few things to email to Michael. I use an expression and store the value in an action result then ...

I have a question about retrieving information from multiple tables with multiple entries all linked to one customer and reporting it in Excel. Situation:  We are a Medical Device company and each Customer has Separate CONTACTS; SURGEONS; DEVICE INFO. Customer Table with basic customer info.  (Name; Address; Rep; etc.) A Contacts ...

Hello Rob,   I'm not sure exactly what you are asking, but I can try my best to explain where portal registrations are kept.  The portal login is contained in whatever table you chose to as the table to base the registrations on.  We can take a look at the default Contacts_Portal.  It requires the Contacts table to have ...

Hi I saw the tutorial to insert records via excel using the API into method. (worked :))I need help doing the same thing using an access database table with lead names. I spoke to the consultants at Method however there was no assistance availabe and their suggestion was to use the forum. Here are the sample leads from the sample ...

when creating a work order I would like to assign to multiple people?  also trying to find the filter when I do create a work order and assign to someone else I can't see it in the work order list. my goal create a work order assign to multiple users with email notification. once job is done have them flip to close then will I get a ...

I've tried to upload things like "No email" and "None" into the email field for the particular orphaned contact, but all that does is create MORE orphaned contacts with no identifying information whatsoever. No entity, no name, nothing. Please help - this is an annoying issue that I feel has a simple solution that I'm ...

How do I set up a documents portal so that customers/vendors can download documents pertaining to them specifically? I think I'm OK with creating portals, I just need clarification on who would be able to see what in the Documents environment. I thought about the following simple setup for the portal: Portal Documents tab showing a single ...