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  • Re: Looking for some help

    Aloha Stuart, We are able to offer assitance in using the MethodAPI in the MethodAPI forums here (which is monitored by our development team), but&nbsp;we do not offer phone support for the API. &nbsp;If it is imperative you get this functionality working in Method, I would suggest you reach out to one of our Certificated Method Solution ...
    Posted to Method:API Q&A (Forum) by Anonymous on 02-13-2014
  • Re: Dropdown field to set filter within grid doesn't work (bug or not supported)?

    Hi James, I did a test in my own account, doing my best to replicate what you are suggesting. It appears to be working for me, but I would like to confirm what I have done is similar to what you are attempting. I created a new screen based off my Customer table, then added a Customer grid, I included fields Sales Rep, RecordID, and Customer. ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-11-2014
  • Re: Export to Excel

    Hi Afrodite, We&#39;ve done some testing and discovered a few things. It appears that something has become corrupted on your grid. We tested the following to confirm this: 1) We created a new screen with the contacts table, built a grid, and created the Excel button -- it exported without issue. 2) We copied the original CRM_CustomerList ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-10-2014
  • Re: Huge billing problem from work order to invoice. Work order says $xxx amount, invoice says $xx amount???

    To anyone following this forum thread, I contacted&nbsp;wildliferemoval offline regarding this issue he brought up here. &nbsp;This sounds like a Support issue directly related to his account, so I have created an internal case for this and I am working on a resolution for this with Joe. &nbsp;I will update this thread&nbsp;once we have resolved ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-10-2014
  • Re: Update Item Field

    Hi Francisco, Couple question: 1) When exactly do you get the error? Is it after you try and add an item? 2) Are you sure you haven&#39;t set the &quot;Remaining Occupancy&quot; field to &quot;Unique&quot;? Naeem
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-07-2014
  • Re: SMTP gateway for email exchange

    Hey Lance, Method doesn&#39;t have a seperate SMTP gateway, you&#39;ll have to set-up an SMTP open relay on your exchange server in order for Method emails to go through. This is something I recommend you speak with your exchange server technicians about, there&#39;s usually a structured way to do this -- Microsoft Exchange, for instance, allows ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-06-2014
  • Re: Customer Wants to change User Name

    Hi Sandman, I just responded to your other post, is this not the same question? &nbsp;Here is your original thread. - Ben
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-06-2014
  • Re: Customer User Names

    Hi&nbsp;Sandman,&nbsp; I wasn&#39;t exactly sure which user name you are referring to, however I would have to guess you are talking about your Contacts&nbsp;Portal User Name. &nbsp;If this is the case, I don&#39;t believe Customers have this option from any stock screens. &nbsp;However, it would be possible to customize your Contacts_Portal ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-06-2014
  • Re: Export to Excel

    Hi Afrodite, Still cracking at this -- I appreciate the patience. I had to edit your last post to remove some sensitive information --&nbsp;for future reference, I recommend&nbsp;never to copy and paste stuff from live&nbsp;Method account to a forum post as it contains security related information. Screenshots would suffice, and are safe. Naeem
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-06-2014
  • Re: Customers auto-create invoice during web-to-lead submission

    Alfredo - That actually sounds like a great&nbsp;work-around, to forward them to your Contacts-Portal. &nbsp;I only brought up the MethodAPI alternative because you&nbsp;can likely&nbsp;set something up between your wufoo form and Method, this might be give you what you&nbsp;want without implementing Webhooks. I am confident however, that when v2 ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-06-2014
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