Method Community

Hello. I was wondering if there was an IP address you could provide me so that I could point a subdomain on my site to the Method CRM, as opposed to an iframe. I'm not really sure how all that works, but I know that another company we use has a "job board" software online that they gave me an IP address for, I created a ...

 This is wierd.  I cured the problem by going into "customize," then "editing" the file and doing nothing more than "publshiing" and then saving and closing. Question is - why did I need to do that?  I haven't made any modifications to that file in a very long time and have been exporting it to ...

 Just tried to export one of my customer tables to Excel (something I've been doing since the beginning) and I get a Server Error notice 404 - File or directory not found. That pretty much stops all my work.  How do "we" get it working again. Thanks! Fred

Our Method Integration API calls are not always working.   It sometimes works for about 24 hours, then stops working.  It returns the following error message. "The underlying connection was closed: Could not establish trust relationship with remote server.The underlying connection was closed: Could not establish trust ...

I'm getting a lot of errors lately...   thoughts?

I haven't tried this.....but couldn't you just put an unbound dropdown on the screen showing all the method report templates for invoices (ReportMethod table), and then in the Generate Report action set "Override with Report(optional):" to Value From Screen, the dropdown. BUT - are you talking about Method templates, or ...

We've already done this for a client.  All you need to do is create the second template (report),  rename the existing print preview button to indicate which template is used, and add a additional button that uses the second template.

[quote user="CDS_Josh"]I had everything working fine and with ZERO changes to the above formulas[/quote] Did anything change with the data in your Method account?  A formula should not just stop working unless the data changed.  Are you testing this in the preview window or with the screen generating the report.  It's ...

[quote user="LaCrews"]The export to excel action is no longer exporting column subtotals.[/quote] I just tested this on my account and my totaled columns do not appear in my excel file.  I'll submit a ticket to the team here and will keep you updated via this forum thread. ~C 

[quote user="micheleh"]How does the cost of the item get entered?[/quote] If we're looking at the same screen then the cost of the item is entered on the new item screen.  From the QuickBooks tab group click Lists > Items then click the New... button.  From this screen (depending on the item) you should be able to enter ...