Method Community

Both good ideas that I have now adopted. Thanks guys!

Thanks for keeping me updated!

You had me really confused, but once I got into it, it was pretty simple to create the custom screen.  Worked perfectly.  I was able to export, clean up my activity list, then create the custom screen to delete everything, then import it all again.  :)  Thank you.  My activities are clean, and all of them are finally ...

[quote user="SMFletcher91"]Is there any way to completely clean the activity table then import the cleaned up list?[/quote] There is no clean table feature - your best bet is to build a custom screen to loop through a grid based on the table you want to clean.  The tutorial I linked above should give you a good overview of how to ...

[quote user="VLocke"]I don't see the tab, tables or any signs of the application[/quote] If Field Services is on your account you should see a tab group for Field Service Operations to the left of your username at the top righthand side of your Method page.  If Method Field Services is (active) and you're still not seeing ...

There are more details on our Mobile site in this thread. ~C

You can find more information on our release notes for the May version - this addition was the Long process health-check and kicks in after 15 seconds.  There are some nice goodies (Gmail Gadget!) in this version. ~C

I haven't forgotten about you, I'm waiting on some information to see if there's any reponse code saved into Method from QBO.   Stay tunned. ~C

Hello there folks, Ok, I'm new to Method CRM. I am a developer writing a plugin to an existing product. My purpose is to gather information and present it to the user. This was the easy part and it's all good there. I also would like a couple of links to the method UI from our application that allow the user to: 1) Create a ...

[quote user="SMFletcher91"]Big mistake because now I've got doubles on just about everything EXCEPT the "ghost" activities.[/quote] I know why this happened; I deleted the ghost activities before importing the list again in hopes that it would rewrite the table.