Method Community

Hi James, Rest assured there is no plan on our end to discontinue the Classic Platform just yet.  However, when we do get to the point where we want to move forward supporting only one unified Method Platform - we will have a plan in place for how to move our Classic Userbase over to Method New; screens and ...

Ben, Thanks, those are perfectly fine solutions.  I could also try changing my screen resolution to a lower resolution before opening the browser. Can I edit old screens made in Method Classic with Method New? I am terrified of losing support of my custom screens.  Method has been such an incredible tool.  I certainly don't ...

Hi James, Thanks for posting! The Method Classic screen designer was originally developed some years ago now, when Screen Resolutions certainly weren't what they are today. The result of which is this occasional 'Ghosting' you see on modern Hi-res Monitors. The development cost of going back and re-writing this would not be ...

When I am in the Screen Designer trying to customize a screen, when I select an object in a cell with my cursor the red phantom of the object location is several cells above the currently activated object.  When I try to move the object to another cell it is very hard to get it into the cell I want because the ghost object will often appear ...

The following updates are now live for users of Method. Features Added Payment Processing to the Sales Receipts app (PL-4418) Introducing new ways to view the calendar including monthly and list views, and standard, vertical and horizontal views (PL-17103) Added some missing colors for buttons (PL-17345) Bugs Fixed ...

Hello Colin, 'Name' is the field name in API for inserting values into 'Name in Quickbooks' and it is available for insert in Customer table.

I've ran a query on all the different tables, but I can't seem to figure out how to access the "Name in Quickbooks" field using the Method API when creating new leads using MethodAPIInsertV2. Is it under an alias?

Hey FujiMats, If you are using Method:Classic then there is no way to do this currently with the web-to-lead form. However the Web-To-Lead form in Method:New does handle this, you can read more about it here.

Hi Dieter, The Name field for Entities ( Customers / Vendors / Leads / Employees ) in Method and QB must be unique for it to be added. You'll need to make sure you make the name is unique before adding them into Method. Thanks Dieter! -Ben

Good morning, We have connected method via API to our webshop and we create leads, customers and sales orders. It works fairly well, but we have the following problem:: If a new customer/lead with a name that is already in use, wants to register the following error message apperas: Save Warning: The Customer/Employee/Vendor/OtherName ...