Method Community

Hello, I would like to prevent call stuff to set past dates on Edit Activity page. Is it possible to cutsomize DateTime picker so past dates can't be selected? Thank you for your help.

Thanks so much Ben!

Hi Maureen, Great question! We've written an FAQ on the subject which you can view here. The Short Version - The current Gmail Gadget will be replaced by a revamped "Gmail Add-on" before the August cutoff.The Feature is currently in development, and we currently anticipate its release ...

Good Morning, Will the Gmail Contextual Gadgets shutdown on August 1, 2018, affect the gmail gadget on Method? Thanks Maureen

Hello Dieter, MethodAPIActionSendToDesktopV2 does 2 things A. Setting up the record so that it can be picked up by the method integration engine with the next sync B. Pushing the record to Quickbooks We have an issue with Step B which you are working around by doing a changes only sync, but we still ...

Hi Laks, MethodAPIActionSendToDesktopV2 doesn't do the job proberly anyway. I found a post somewehere in the forum which says that it doesn't work properly with Quickbooks Desktop. And that is the experience we have, We get the data synced only when we update (any field of) salesorder after the insert of salesorder and salesorderline. ...

Hi, I wanted to follow up again with another wrinkle that might explain why you have not seen the same error as me.  The issue is only on two of my three method accounts.  I was wondering if there are different versions of method, and the newest version may not have this error, while older versions of Method CRM do.  The account ...

Hello Dieter, Are you calling MethodAPIActionSendToDesktopV2 after populating data in FinalDueDate and GenericName fields for the respective SalesOrder? If not, doing so should solve the issue.

Hi Stuart, Thanks for Posting! I'm going to need a little more info here - Which portal specifically were you using in your account? What Screens / Grids are displaying only some records?  You might just be missing an Override Filter by Active RecordID action on Screen Load. Feel free to email us ...

We have written a new screen to collect scheduling information as well as modifying the employee screen. We want to allow employees to use a Portal to see both screenst online. It works fine when we are logged into Method but when an employee tries to access the PORTAL they only see their own records. We did not put any ...