Method Community

Hi Bryan, In step 8 of setting up a user, you can grant/allow access to tables for the user. Then they can only see the data in the allowed tables   Dave

Hi LaCrews, That is correct, whatever tables you allow in step 8 of setting up a user are the tables they can interact with via the API. Dave

Hi Dominic Riccetti, No you cannot. I will put a suggestion in with the dev team, about adding this to a future release of the API Dave

Hello, I have a customer whom has a very extensive email action.  I have no doubt we can recreate this, but my question is can’t we just call the custom action from the MethodAPI?   Thanks,   Dominic  

If a user's settings allow access to API calls but is set for limited access to certain tables, using an api call with this user's credentials, will the table limitations be enforced?

Hi there, Before we direct you to using the portals, I have to ask if these users will be doing anything else other than creating leads and viewing them once in a while? If so, maybe it is best that we consider allowing them to log in as Method users rather than portal users. There are two main reasons for this. It may be easier to just take ...

*The following question came in via email and was posted on our forums with a response to follow.* Looking for some pointers on custom portals. Didn’t find much in either of the documentation areas. We have a set of companies, each with a set of users. We’d like a portal where a user logs in, and is then presented the list of leads ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Fixed (#3487) - applied the same fix for formatting of the date like we did on the New Case screen. (QBD & QBO) Contacts Portal - New Case Fixed (#3487) - applied the same ...

Andy, This is a good question, believe it or not cost is important to a lot of companies when doing estimates since estimates by nature may go up, down and are negotiated. Having the cost is important and allows for proper estimating for a lot of companies. If you try to create an estimate in QB (try it out) you will notice there are fields for ...

@dottie, Method CRM does sync with the QB item list. Not only do the items sync but as they are used on transactions such as when you sell on an invoice this will make the appropriate changes to areas like quantity on hand and others in QB as well. Have you taken a look at the item list in Method. You may have to change the tab group you are ...