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  • Re: Leads not generating in Method

    For anyone following this thread, we sorted out the issue.&nbsp; The issue was with the user account being used in the API call. As a troubleshooting tip for anyone who finds themselves in a similar situation, if you were able to use the API and it stops working it is a good idea to verify the user account and password you are using to access the ...
    Posted to Method:API Q&A (Forum) by Method_Peter on 02-05-2018
  • Re: Creating a Sales Receipt from our website using API

    The issue appears related to&nbsp;MethodAPIActionSendToDesktopV2.&nbsp; Even though the real-time sync is not initiated when&nbsp;MethodAPIActionSendToDesktopV2 is called (becaue of the previously mentionend issue), it still needs to be called after a transaction and the transactions lines are inserted to ensure the transaction gets picked up by ...
    Posted to Method:API Q&A (Forum) by Method_Peter on 01-30-2018
  • Method Updates - Feb 1st, 2018

    The following updates are now live for users of Method. New Features Page Jump for Pagination - Default set as ON for all grids (PL-15421) Buttons for Editable Grids (PL-15490) In Action Editor, &nbsp;changed the title of the &quot;retrieve value From Email&quot; action to &quot;retrieve Value From Email Gadget&quot; ...
    Posted to Release Notes (Weblog) by Method_Michael on 01-30-2018
  • Re: Creating a Sales Receipt from our website using API

    Peter, I am not sure why we are having such difficulty expressing the problem. We understand that the API send to Desktop V2 is broken. You said: Until the fix is available you will need to rely on Method&#39;s Changes-only Sync to send the data to QuickBooks on the changes-only schedule (typically runs every 15 minutes). Our problem is that ...
    Posted to Method:API Q&A (Forum) by StuartKatz on 01-29-2018
  • Business Card Scanner

    I am curious to know if anyone has found a solution for scanning business cards into Method CRM and Outlook. We have a need &amp; there seem to be a lot out there for Outlook, but not for Method, so I am interested in how others are accomplishing this feat.
  • Business Card Scanner

    I am curious to know if anyone has found a solution for scanning business cards into Method CRM and Outlook. Wwe have a need &amp; their seem to be a lot out their for Outlook, but not for Method, so I am interested in how others are accomplishing this feat.
  • Small bug in Activities

    I&#39;m not sure if there&#39;s a better place to report bugs or not. Method:New does not filter out &quot;App Specific&quot; Activity types in the dropdowns in the Activity App.&nbsp; &nbsp;As a result, all S&amp;I related Activities are listed in the dropdown.
    Posted to Method General Q & A (Forum) by ghawton on 01-19-2018
  • Method Updates - Jan 19th, 2018

    The following updates are now live for users of Method. New Features Added&nbsp;a View Payment screen on the portal (PL-5591) Updated the style of the Payment screen on the portal (PL-15177) Bug Fixes Updated&nbsp;the&nbsp;field character length validation in the&nbsp;Contacts app to support new lengths in QuickBooks Online ...
    Posted to Release Notes (Weblog) by Method_Jason on 01-19-2018
  • Method Updates - Jan 17th, 2018

    The following updates are now&nbsp;live&nbsp;for&nbsp;users of Method. New Features Improved validation has been added to the&nbsp;Accounts, Classes, Sales Reps, and Terms apps to check for required fields and field lengths. (PL-14609) New and improved Charts have been added to the Activities, Cases, and Opportunities apps. Printable ...
    Posted to Release Notes (Weblog) by Method_Ashur on 01-17-2018
  • "Update Field in Table" function missing Where Operator Conditions

    Hi, I&#39;m trying to use the function &quot;Update Field in Table&quot; which the documentation for it is listed here:&nbsp;&nbsp;https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&amp;article=Update-Field-in-Table&amp;id=132 If you&nbsp;take a look at step number 7. in the article above, it lists that there should be 4 ...
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