Method Community

Hello, I am new to Method.me and I have been playing with saving data from a website to the method.me crm. Today I stored a date as  2017-12-18 00:00:00 What shows in the form page is: Dec-17-2017 06:00 PM Can anyone tell me what I might be doing wrong? Thanks, Mike.

The only way I know to transfer screens as an entire tab group into multiple accounts  is to become an App in Method's app store.  Which I think is closed for Classic.  Out of curiosity, can I ask why you are customizing in Classic?

Hi Amit - To get you started, here's some info: 1. Yes, you can absolutely use the MethodAPI to import leads. 2. We have some documentation and general sample code here: https://www.method.me/api/   3. There may not be an exact example of importing a lead, but here's some start info: a) Use MethodAPIFieldListV2 ...

Hi, I am new to methodCRM. I have a requirement where I need to import the Lead data into MethodCRM using API. I see methodCRM allows import of data using excel/csv but I wanted to have an way to import the lead data into methodCRM using API so that I can build a automated way of lead import into CRM as soon as i have got a lead to push into crm. ...

Hi there, The Update button by default does the equivalent of saving, and refreshing the grid. However you can have actions which are set to trigger after this has happened. Have you tried using the Actions after Edit actionset on the grid itself? You can find this by editing the grid, and clicking next until you hit Step 5 of 9: Allow ...

What about a tab Group? Is there a way you can accomodate for the transfer of an entire tab group? 

An entire tab cannot be transferred, screens can only be transfered one at a time.

Assuming you are saying, an entire tab can be transfered at once: how is that done? (We know how to transfer 1 screen at a time. We don't want to transfer 1 screen at a time) 

Not through the API, but is possible in Method:Classic.  

Hi All, The hard coded update button on the editable grid object is causing issues that requires a lot of manual clean up. I have functionality that needs to be executed when this grid is updated, but the update button does not trigger it. So, I need the grid to be editable and I need to disable the update button. Alternatively, is it ...