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I have an issue that occurs once or twice a week where the Method Integration Engine gets stuck in the middle of a sync and never completes. It will stay in this state for days if I don't restart it. At the bottom of the window it says that it is connected, but the sync won't finish and no other sync can start. There are no other ...
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I have created a custom report using Report Designer listing all active Estimates. My dilemma is how do I get ALL items listed on the estimate to pull into the report. I have an estimate with 4 line items but it only pulls 1. I can not seem to find the correct field or proper way to pull all items. As a test, I tried ...
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The following updates are now live for users of Method.
New Features
Further enhancements for Editable Grids that help with header alignment, editable or read only state, and confirmations (PL-13823)
Relocation and icon change of the “+” icon for setting an image for a contact (PL-14562)
Renaming of Data Tables ...
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Ok, that seems to work, I will continue to mess with it.
Thanks,
Mike
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Hi whitebuck. Welcome to Method!
Dates are stored in Method in UTC time (https://en.wikipedia.org/wiki/Coordinated_Universal_Time).
The UI converts the UTC time to your local time when displaying, and converts local time to UTC when saving. That way the time is accurate to the viewer regardless of where they are around the world.
So, when ...
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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.
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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?
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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 ...
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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. ...
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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 ...
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