Method Community

Can you please try following the steps on the article (Google Re-Authentication Steps) that outline how to reauthenticate your Method:ID to your Google:ID. Give that a try and follow up! — Morty

I don't have access to the classic version of Method CRM to make that update.

Hi Daniel, Have you tried enabling your user to allow for creating tables in the classic version? In step 8 of the user setup is the option to give that access. Here's a help article where you can see screenshots if you search for "Step ...

This is the error that I get when I try to sign on via Google apps: Single Sign On Failed An error occurred while signing in via Single Sign On

This error is happening to me as well.   Single Sign On Failed An error occurred while signing in via Single Sign On.

Hi, this is Daniel with Sitecrafting, I have a question for you. We are trying to create a table via the API, but when I try to use the MethodAPICreateTableV2 call, it says "Failure. The User account specified does not have permissions to create tables. Set these permissions under Customize > Users" I just created a table in the ...

Take a look at the action: Insert Recurrence Date - "Useful in scheduling ongoing or recurring appointments in the future, the Insert Recurrence Date action allows the user to insert a recurrence for scheduling." Sounds like this will help you achieve what you are looking to build.  — Morty

What would the best and safest way be to repeat an action until 'x'? Im trying to create a series of activities on a daily basis until a certain date. I need the action to repeat until the date.  Im thinking of having a button click itself, to be stopped through a conditional statement. Not sure if this would work though as I ...

Hi. I'm new, and trying to create a form letter with the CRM and Report Designer. I'm attempting to use a HTML input field for the letter body.   This works fine, except for the dynamic fields.   Anything like [opportunity.contactsName] is ignored by the report generation and prints static, unlike if I use regular text fields. ...

I have a very interesting problem and I could use some information about the quickbooks sync to help me solve the issue. The problem occurs in a very specific situation. When a user registers on the front end, we use the data to create a new customer record in method. This insert leads to a new customer in quickbooks very quickly, so the sync must ...