Method Community

Mark – Welcome to our forums 1. What is the easiest way of setting a reminder to call back a customer and allocating to a user - i was expecting to be able to right click or ser within estimate. The easiest way to set up a reminder to call back a customer is an option with our Activity Screen called Schedule a Follow-up. Once the option ...

 Warren_nickus Can you please trying inserting it using the new version of the api and let me know if that solves the problem  https://www.methodintegration.com/MethodAPItest/Service.asmx Dave

Hey Guys, Lets say I'm updating one of the documents stated in the subject. I have its ID and I want to delete all the item lines and re-enter them in. How can I do that?  Thanks, Nick

No David, the data is populated from a SQL database. The value inside the database is "1,442.20" and the data type is a Float. When debugging we can actually see that the value is correct. Nick

 Hi warren_nickus, Are you using values generated in excel like the date issue from last week? If the value has been formatted to display in excel, it does not change the underlying root value.   Dave

hycari- This issue is resolved if you use the Stage portal. If you want to take advantage of this right away login to the stage site by clicking on the April version in the Method Login form and use the portal link found in Customize > Portals. Otherwise this fix will make it to the live site in the near future. -Michael

David, I'm using MethodAPIInsert and MethodAPIUpdate, on the old service.

 Hi warren_nickus, Can you tell me what function you are using to insert into the API? Also can you tell me whether you are using the current version of the api (https://www.methodintegration.com/MethodAPI/Service.asmx) or the one that will be released May 1 (https://www.methodintegration.com/MethodAPItest/Service.asmx)  

 Hi Folks Our intention is to use Method mainly as a pure CRM and estimate/quotation chasing and managment tool. Just a couple of questions, What is the easiest way of setting a reminder to call back a customer and allocating to a user - i was expecting to be able to right click or ser within estimate. Our existing quickbook ...

Your account manager.  Their name and email should be in your "Welcome to Method" email. Paul