Method Community

The following updates are now live for users of Method. Features Added new action to allow app developers to loop through attachments for a given record ID.  App developers can now access properties associated to attachments such as file name, file extension and size (PL-10858) Added ability to change a character from upper ...

Hi Don, You will see this error message when the record you are trying to enter has the exact matching Name to one already in your account. The "Name" helps identify a particular record in your account and because it is/eventually will sync to QuickBooks, we follow QuickBooks' rules and require it to be unique. To fix the error ...

I have been trying to import leads into method but on some i get an error that says: Error:Save Warning: The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique and save again. How do I fix this and import all of my leads?

Why would the "Mobile" field for customers from quickbooks be missing in my "Customers" table in Method AND when I try to add it, I get a message saying that it appears it is already in the table.  It is not in the list of fields I see in the table.  Thoughts?

Yeah, the problem was the version we were working in, didn't have that feature. We've since updated and all is well.

HI Lance, The Export to Grid action is just a function of the grid object itself. If you click on the grid object on the screen you can can enable options on the lefthand side of the screen under 'settings'. One of the options will be 'Export to Grid'. If you check off the checkbox than the option to export will appear ...

We are aware that some users are experiencing performance and sign in issues with the new version of Method. Our team is working on this. Thank you in advance for your patience,  Kaitlin

Hi Gpeak, Currently you cannot modify the app ribbons and the related actions. Spoke to our Product Development team and they have this feature on their roadmap and aim to release in the next couple months. Keep an eye on: https://www.method.me/cs/blogs/releasenotes/ — Thanks

Hi thesolarguys, There unfortunately isnt a built-in process to automate shutting down the sync engine at particular times. One thing you might be able to look into if you needed this process automated would be be the Windows Task Scheduler. I found a quick Youtube Video explaining the process you would need to follow HERE. This is fairly ...

Hi, We do not allow users to create invoices in Method, but they can view existing ones.  Is there a way to edit the default App ribbon to deactivate the "new" button next to Invoice when a contact is viewed?  I have already worked within the Invoice app to not allow new invoices to be created, but I can't edit the ...