Method Community

For anyone following this thread, we sorted out the issue.  The issue was with the user account being used in the API call. As a troubleshooting tip for anyone who finds themselves in a similar situation, if you were able to use the API and it stops working it is a good idea to verify the user account and password you are using to access the ...

The issue appears related to MethodAPIActionSendToDesktopV2.  Even though the real-time sync is not initiated when MethodAPIActionSendToDesktopV2 is called (becaue of the previously mentionend issue), it still needs to be called after a transaction and the transactions lines are inserted to ensure the transaction gets picked up by ...

The following updates are now live for users of Method. New Features Page Jump for Pagination - Default set as ON for all grids (PL-15421) Buttons for Editable Grids (PL-15490) In Action Editor,  changed the title of the "retrieve value From Email" action to "retrieve Value From Email Gadget" ...

Peter, I am not sure why we are having such difficulty expressing the problem. We understand that the API send to Desktop V2 is broken. You said: Until the fix is available you will need to rely on Method's Changes-only Sync to send the data to QuickBooks on the changes-only schedule (typically runs every 15 minutes). Our problem is that ...

I am curious to know if anyone has found a solution for scanning business cards into Method CRM and Outlook. We have a need & there seem to be a lot out there for Outlook, but not for Method, so I am interested in how others are accomplishing this feat.

I am curious to know if anyone has found a solution for scanning business cards into Method CRM and Outlook. Wwe have a need & their seem to be a lot out their for Outlook, but not for Method, so I am interested in how others are accomplishing this feat.

I'm not sure if there's a better place to report bugs or not. Method:New does not filter out "App Specific" Activity types in the dropdowns in the Activity App.   As a result, all S&I related Activities are listed in the dropdown.

The following updates are now live for users of Method. New Features Added a View Payment screen on the portal (PL-5591) Updated the style of the Payment screen on the portal (PL-15177) Bug Fixes Updated the field character length validation in the Contacts app to support new lengths in QuickBooks Online ...

The following updates are now live for users of Method. New Features Improved validation has been added to the Accounts, Classes, Sales Reps, and Terms apps to check for required fields and field lengths. (PL-14609) New and improved Charts have been added to the Activities, Cases, and Opportunities apps. Printable ...

Hi, I'm trying to use the function "Update Field in Table" which the documentation for it is listed here:  https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Update-Field-in-Table&id=132 If you take a look at step number 7. in the article above, it lists that there should be 4 ...