Method Community

Hi Teamlousih Last week we simplified the way you sign into Method:CRM - you now only need your email address and password.  Our API should still accept your existing credentials if they are still valid.  The migration to the new sign in was automatic for the majority of our users, though there could be outstanding conflicts ...

Stephen, Great to hear that you are up and running in Method. If you are looking for a Method API programmer to help build out your custom workflow, I'd recommend checking out the Method Partners page.  Partners with API experience can be found by searching using the "I'm looking for someone who has experience ...

Hi Stephen, As Mark has mentioned above, this is possible using the Method API! Things to keep in mind -  You may have to create custom fields within the Method tables to hold your custom data (that is - if the information does not already have a home). Using the Method API, you can push data from GoCanvas to ...

Hi Mark, A RESTful api is on our roadmap for the future of Method.  I do not have any dates on when to expect this, but this is on our radar and we understand the importance of having a RESTful api when it comes to integration.     Cheers Jon

Hi, Your account manager has reached out to you via email with a possible suggestion on how we can resolve this issue!   Cheers Jonathan.

Josh - Just a quick update on this. The issue I spoke about above has now been resolved.  The transactions tab now filters out transactions based on the users permission.  If the user does not have access to the tab link specified for 'invoices' (as configured in the Google gadget settings), then the user will not see ...

Hi Peri Janis, Tags are an excellent way of classifying your leads for the purpose of creating email campaigns.   Associating tags to your leads cannot be done when importing directly into the Customer Leads table.  When you import a record into the Leads table, Method will automatically create a record in the Contacts table for ...

Hi Josh, The Google gadget has a settings link, which allows you to tie gadget functionality back to Tab Links within Method.  If users have access to the particular Tab Link specified while logged into Method, then they will have access to that functionality in the gadget.   For example, when loading customer information, the gadget ...

Hi Wildliferemoval, We can share information between a screen and a pop up using 'shared results'. Prior to calling the 'Show Screen in Pop Up' action in your new button, you will want to load each piece of information to be copied over to the new customer record into it's own shared result using the 'Assign ...

Hi Francisco, Activity comments within Method are stored as HTML text.  This allows users to change the formatting of comments (e.g. font colour & size, text alignment, etc).   The HTML editor used to enter activity comments automatically adds HTML paragraph tags to the text.  Behind the scenes, a comment may look like ...