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Our system is using the MethodAPI with a custom screen but no tokenization. This is not something we'll be providing to other companies since we have plans to work with authentication tokens, which will probably be happening sometime next year.
- Ashur
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mlwells,
This feature is already there! You can go to Customize > Tab Groups and edit the tab group. Step 2 of the edit wizard allows you to move the tabs.
- Adam
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I'm currently trying to link the tables via the CustomerName field in the Customer table, but the only option I am getting is the RecordID field.
Initially I was looking at the CustomerEquipment table because it already links to the Customer table with the rule "Displaying FullName field from the Customer table".
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Hi Andy,
Welcome to Method. We have webinars on customization that should be helpful. You can find them here. In general, we suggest you always try to add fields to existing tables whenver possible. This makes modifying existing screens easier and streamlines the database.
How are you trying to link the ...
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Ashur,
Method stores its customers payment account information as we are all billed every month without the requiremnt of renerting our payment information. I am just looking to find out what Method has found to be the solution for it's own billing? We do not want to reinvint the wheel so if Method is using a payment gateway with PCI ...
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The problem still exists after a full sync. I do not develop in c#, I can send you my credentials and you can run the example.
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Unless I'm mistaken, ther doesn't seem anyway to order the Tabs...I can order the screens under the tabs and the tabs under the screens but knw tab layout. I would really like to see this feature added. It wouldn't be that hard (I don't think it would at least, but really what do I know) and it would be really helpful ...
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Hi TIA,
You first need to add an invoice, then the invoice line items, them call the sync. Below is a simple C# example.
Step1 let's create an invoice for my customer called ACustomer
string[ arrInsertFieldsArray = new string[ { "ArAccount", "Customer", "TxnDate" };
string[ arrInsertValueArray = new string[ ...
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CF_Pro,
After doing a full sync does the problem still happen?
Does the following simple C# example work for you?
string[ arrInsertFieldsArray = new string[ { "Name", "Contact" };
string[ arrInsertValueArray = new string[ { "SomeCustomer", "SomeContact" ...
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I'm new to Method CRM and am looking for some detailed documentation on table/ field design and creation, in particular best practices.
Initially I am looking to create a couple of new screens for entering and displaying client details for various hosting packages and support options we provide.
I would like to link the new tables with the ...
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