Method Community

Hi Dottie, Did the original screen include any custom fields in the table that may not be included on the new account?  I haven't seen this behaviour before.  Could you email me the account this is happening on and enable MethodSupport on that account? Thanks, Adam

We received the following question by email from James: [quote]I have sales people that I am trying to figure out how to assign customers to. How do I assign a customer to a sales person so that other sales people can not have access to that customer or set of customers? Or said another way how do we control Sales person "A" from ...

Hi David Byrd, We do not allow users to directly access the database server. That would be a severe security policy violation  (among other issues....) MethodAPI is a webservice (located at https://www.methodintegration.com/MethodAPI/Service.asmx), which you can use to manipulate data in your method account programmatically. You can ...

Hi David,  I'm glad you're enjoying Method!  The Gmail Gadget will appear in your Gmail account when you open an email. It will look at the incoming email address and find the associated customer or job in Method. If the customer or job you are looking for has a different email address in Method then on the ...

Does Method allow either RMS soap or ADL OODC connections and if so which one?

I imported the screen to new company and job number which is basic math last record ID +1 is repeating. It should never repeat. Please advise

I imported my customized screens from another account but my customer list is showing certain feilds as links instead of the actual info. For example Job Number, Job Status, Job Percent are not showing the # or the status it is just showing the actual name of the field appearing to be a link but nothing happens if I click on it, The job # and the ...

Marc,  I also recommend this article from our Help Center that explains how to use the Listbuilder. Steps 5 and 6 may be useful.  Best,  Jason

A user emailed support asking why his Listbuilder was not sending out emails.  Marc, In Step 4:Send an email(optional) of the Listbuilder, you must have the checkbox labelled Send email using template? checked. Otherwise, an email will not be sent. See the screenshot below.  Additionally, in Step 5:Process your list, ...

Hi I'm on the cusp of implementing Method into my business and have started the trial period. A major dilema is whether to switch from Outlook to Gmail. If i get an email from a client for whom we have several job sites set up, does the gadget associate that email address with all the possible job sites and give me an option to select the ...