Method Community

Thanks, I thought so. I can't seem to find SmartVault pricing on this site. Can you please direct me to it? Thanks

[quote user="MikeB"]What is the preferred way to use large documents/videos with Method in-field?[/quote] How large are your files? Anything over 5MB will not work with Method's storage library as we have a cap on individual uploads at 5MB (and 500MB total storage on the server). Videos can be large so if they're over 5MB you ...

Oops - I was under the impression that using other apps (ie. to launch or view documents) and then going back to Safari meant that the user would be logged out, but that's not the case. Safari is just minimized and when it's re-opened, it goes back to the page, logged in.

[quote user="MikeB"]it would be best to design a Mapping screen where a user could select customers/leads from a particular city/region and then press a button that initiates a map pop-up and plots the locations.[/quote] The implementation is up to you but what you described is exactly how I would build something like this. Put a grid ...

So if I'm reading you correctly, it would be best to design a Mapping screen where a user could select customers/leads from a particular city/region and then press a button that initiates a map pop-up and plots the locations.

[quote user="MikeB"]I was wondering, wha't s the best way to use this feature?[/quote] The best way to use this feature is through the Map object and the Plot Address action. You can either embed a map into a Method screen or call the map in a popup window. Both work great but I prefer my map in a popup for additional screen real ...

I just confirmed it - The balance in Method only updates after a Full Sync.  1) Is there an override for this? 2) It makes no sense :) Here is the process: I issue a refund in Method Method syncs QuickBooks QuickBooks updates the Balance record and shows the correct balance. Method still shows the OLD balance. Issuing a Full sync ...

Hi Nick_warren, There is no inconsistency here. The fields you populated via the API are what is populated in Method. I think what is confusing you here, is that there are events on the the customer dropdown. In particular you should look at the textchanged event of the dropdown. When this fires the address fields that you mention are ...

David, I ran the query again today. Seems like the query returns the correct amounts now. As we did not change ANYTHING on our side and simply ran the query, I can only assume one of two things: 1) You guys changed something on your end. 2) Updating the balance of a customer requires a "Full Sync", which probably happened ...

What is the preferred way to use large documents/videos with Method in-field? The preferred use would be for a sales rep to launch/show promotional material to customers/leads from within Method. This is paramount not only because we want centralized document storage/linkage, but also because I believe that when launching documents from a ...