Method Community

I am curious to know if anyone has found a solution for scanning business cards into Method CRM and Outlook. We have a need & 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.

I am curious to know if anyone has found a solution for scanning business cards into Method CRM and Outlook. Wwe have a need & 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.

I'm not sure if there's a better place to report bugs or not. Method:New does not filter out "App Specific" Activity types in the dropdowns in the Activity App.   As a result, all S&I related Activities are listed in the dropdown.

The following updates are now live for users of Method. New Features Added a View Payment screen on the portal (PL-5591) Updated the style of the Payment screen on the portal (PL-15177) Bug Fixes Updated the field character length validation in the Contacts app to support new lengths in QuickBooks Online ...

The following updates are now live for users of Method. New Features Improved validation has been added to the 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 ...

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

All data issues with affected transactions should now be resolved.

The issue was addressed in a hotfix released this morning.  Any newly created transactions should work as expected.  Any transactions created, that subsequently had line items deleted, during the approxemately 24 hour window from 9am Jan 11, 2018 to 9am Jan 12, 2018 may be effected.  We are continuing to work to identify affected ...

Hi Christina, I'm going to reach out to you directly to see if I can help move this forward. Regards, Peter

Just an FYI for everyone - there was an issue with the Method release yesterday.  It is being addressed, we should be announcing a resolution shortly.