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  • Re: PHP Code

    Was just hoping to find a set of code that would give me a good startig point instead of having to write everything form scratch. &nbsp;I can write it from ground up but was hoping to not have to, would save time if I had a decent starting point. &nbsp;I know I would have to do custom coding either but the less I would have to write the better. ...
    Posted to Method:Classic General Q&A (Forum) by Trevor on 05-14-2013
  • Re: Drop down Menus

    Hi Ben,&nbsp; We actually have a Help Center article that explains how to add/edit selections in a dropdown list. You can find it here.&nbsp;Basically, when you create the dropdown field&nbsp;a screen is automatically created with the same name. From this screen, you can add add/edit employees.&nbsp; Jason
    Posted to Method:Classic General Q&A (Forum) by Method_Jason on 05-14-2013
  • Re: PHP Code

    Hi Trevor, I noticed you posted a similar question last week. What exactly are you trying to integrate with Method and what is your end goal? You can utilize the Method API to integrate with Method so I&#39;m not sure exactly what you would want to do using PHP. - Ashur
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 05-14-2013
  • Drop down Menus

    Hello, I created a dropdown menu to allow the selection of an employee that will be associated with the client&#39;s account. &nbsp;This dropdown has &nbsp;it&#39;s own table and is referenced in multiple screens (i.e. new opportunity and customer screens), including&nbsp;a web form that is available for clients to make online requests through ...
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 05-13-2013
  • PHP Code

    Anyone have any PHP code for integrating with the Method CRM&nbsp;that they&nbsp;would be willing to sell?
    Posted to Method:Classic General Q&A (Forum) by Trevor on 05-13-2013
  • Re: JOB # BASED OFF RECORD ID +1 REPEATING

    Hi dottie,&nbsp; Can you please&nbsp;give me a little bit more detail of the problem you&#39;re experiencing? Is job number&nbsp;a customized field? How&nbsp;and&nbsp;when is the calculation triggered? Can you give me a screenshot of the actions you are using? It&#39;s possible that the action set is referencing a field or table&nbsp;that exists ...
    Posted to Method:Classic General Q&A (Forum) by Method_Jason on 05-13-2013
  • Re: QB Feilds on customer list grid showing as links

    Hi Dottie, Did the original screen include any custom fields in the table that may not be included on the new account? &nbsp;I haven&#39;t seen this behaviour before. &nbsp;Could you email me the account this is happening on and enable MethodSupport on that account? Thanks, Adam
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 05-13-2013
  • How to assign customers to sales people

    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 &quot;A&quot; from ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 05-13-2013
  • Re: Database Connections

    Hi David Byrd, We do not allow users to directly access the database server. That would be a severe security policy violation&nbsp; (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 ...
    Posted to Method:API Q&A (Forum) by Method_David on 05-13-2013
  • Re: Ability to associate different job sites to one incomming email?

    Hi David,&nbsp; I&#39;m glad you&#39;re enjoying Method!&nbsp; The Gmail Gadget will appear in your Gmail account when you open an email. It will look at the incoming&nbsp;email address and find the associated customer or job in Method. If the customer or&nbsp;job you are looking for has a different email address in Method&nbsp;then on the ...
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