Method Community

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'm not sure exactly what you would want to do using PHP. - Ashur

Hello, I created a dropdown menu to allow the selection of an employee that will be associated with the client's account.  This dropdown has  it's own table and is referenced in multiple screens (i.e. new opportunity and customer screens), including a web form that is available for clients to make online requests through ...

Anyone have any PHP code for integrating with the Method CRM that they would be willing to sell?

Hi dottie,  Can you please give me a little bit more detail of the problem you're experiencing? Is job number a customized field? How and when is the calculation triggered? Can you give me a screenshot of the actions you are using? It's possible that the action set is referencing a field or table that exists ...

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