Method Community

Hi Danny, I am aware however the desktop app doesn't do much on its own without "plugins" (which allow it to connect to third party systems like Outlook, Salesforce, etc...). Lately Vocalocity has only been making Windows versions of new plugins they have been releasing, so Mac users haven't been getting any new ...

@Jake - I just took a quick look at Vocalocity's site and they seem to have a desktop application for Mac.  Check it out. http://desktop.vocalocity.com/ Danny

Hi Chad, Okay thanks. We've seen vocalocity but unfortunately, while they do have a mac version of their desktop software, they seem to only be releasing new plugins for windows. It would be fantastic if you could convince them to develop an integration that works on macs too, since Method is cross platform. Thanks, Jake

[quote user="kinetixjake"]For example, it could send a post to http://methodintegration.com/method/someurlhere.aspx?search={callerid}  where the phone number is populated into the {}'s.[/quote] You can't directly call a screen and pass variables through like you're trying - you could build something through our API to ...

[quote user="AutumnW"]Is there a way to improve my actions to decrease the amount of time it takes.[/quote] The tip above from mlongcare is great - putting the Refresh Gird action outside that loop will be a big speed improvement.   From our side the message wasn't that the process will be stopped but that it will be monitored ...

[quote user="MLDV"]I am having the same exact issue[/quote] To fix this issue you'll need to close the Add/Edit Contacts page and load it again.  This popup should say, Add / Edit Contacts For (your parent contact's name) - if you don't see your parent contacts name at the end then you'll need to close and re-open ...

Hi there, I was wondering if anyone could provide any tips on how to integrate with my phone system so that when a call comes in, the customer's record is pulled up automatically like a screen pop. My voip service has a feature where, each time a call comes in, their server can send an notification by sending an http request to some url and ...

Updated Method Integration Engine for QuickBooks Desktop The following updates are now available on the version 1.0.206 of the Method Integration Engine. Improvement to customer-level custom fields on transactions - Previously, if a QuickBooks customer-level custom field was entered on a transaction in Method, it would sync successfully ...

I am currently in a 30 day trial period with a new Method account.  I have setup an Admin user to use for customizing the screens for the client.  I am now ready to turn the Method account over to the customer's remote employee who is setup to have a limited user role.  She will be the only person using the Method account at ...

Hi AutumnW- My guess on the bandwidth is that you're refreshing the entire grid (all 3000+ checks) after every single change.  Try moving the Refresh Grid action to be a separate action that only happens after the whole loop is finished. If you want a progress indicator, add a counter variable, or display the ...