Method Community

Hi, I am new to methodCRM. I have a requirement where I need to import the Lead data into MethodCRM using API. I see methodCRM allows import of data using excel/csv but I wanted to have an way to import the lead data into methodCRM using API so that I can build a automated way of lead import into CRM as soon as i have got a lead to push into crm. ...

Hi there, The Update button by default does the equivalent of saving, and refreshing the grid. However you can have actions which are set to trigger after this has happened. Have you tried using the Actions after Edit actionset on the grid itself? You can find this by editing the grid, and clicking next until you hit Step 5 of 9: Allow ...

What about a tab Group? Is there a way you can accomodate for the transfer of an entire tab group? 

An entire tab cannot be transferred, screens can only be transfered one at a time.

Assuming you are saying, an entire tab can be transfered at once: how is that done? (We know how to transfer 1 screen at a time. We don't want to transfer 1 screen at a time) 

Not through the API, but is possible in Method:Classic.  

Hi All, The hard coded update button on the editable grid object is causing issues that requires a lot of manual clean up. I have functionality that needs to be executed when this grid is updated, but the update button does not trigger it. So, I need the grid to be editable and I need to disable the update button. Alternatively, is it ...

Is there a way to transfer a tab with screens? I see other add ons do this: AERO, You Rang, Professional Services, Field Services, Expense Reports, NEXT etc. 

i Stuart, 1. Correct 2. MethodAPIActionSendToDesktoV2 needs to be called to Sync the Sales Receipt in 'real-time'.  If you don't call MethodAPIActionSendToDesktoV2 (or can't because it is broken) the Sales Receipt will get picked up by the next Changes-Only (typically, syncs every 15 mins) or Full (typically, ...

Peter, Sorry for the delay in getting back to this.  Other business has been higher on the list. We are running Method Classic and QB Desktop. Okay we understand the following: At this time the MethodAPIActionSendToDesktopV2  does not work for syncing with the DeskTop QB.  We understand that Method is working on ...