Method Community

I have a screenshot but I don't see where to upload it other than a URL... The filters for the Items table are: 1. ItemType is equal to Inventory 2. IsActive equals yes Is it possible to allow portal users to view the inventory table when it is not linked to the contact/customer record ID? This is NOT for a contact to view an ...

Hi skyzyx, Hope you're doing well, from what I am understanding you are wondering about the ability to: 1. Create tables and fields through the API . 2. Customize the Method platform using the API e.g. creating actions sets or adjusting the UI. For 1, We have discussed making the process of creating tables/fields, as ...

Hi Abdullah, You can see a list of tables and fields if you sign into your Method account and navigate to Account Settings > Tables & Fields.  Unfortunately, you will not be able to send an email through the API. If you have any other questions feel free to email us at api@method.me or see our API documentation ...

HI tractortoolsdirect, You could retrieve a list of of tables in your Method account using the MethodAPITableListV2 call, and then loop through each table name to retrieve records using the MethodAPISelect_XMLV2 endpoint.  This would provide you with an Xml dump of a tables contents.  The data could then be ...

Hi GroGreen, Customers, Leads, Vendors, Employees & OtherNames are all stored in the Entity table and are therefore, all entities. You’ll also notice tables for Customer, Vendor, Employee & OtherName in the list of tables on your account. These are simply views of the Entity table. These views are designed to show only their ...

Hi Alex, I’m unsure of the exact logic involved, but the Optimize Fields option returns only necessary data from the tables needed by the action and the report vs. all the data from the tables. I recommend leaving this checked unless you are running into issues with generating your report. If your report is not generating correctly, ...

Hello Ben,      I can answer some of the simpler questions, but this looks like a post for the MethodAPI forums.  You may be able to find a Method Partner to help you use the API and link Encidia to your Method account.     To answer your Question for Method.  The leads are on the Customer table and ...

Hi viret56, Try doing a full sync to start off. Go to the Synchronize tab link under the QuickBooks tab in Method and click on the Sync now button to the right of "Full Synchronization". If that doesn't do the trick, try making a slight change to a sales rep from within QuickBooks, then performing a changes-only sync by following ...

Hi James, Sorry for the late reply. Are you still having this issue?  Something quick you can try would be the following: Go to Customize tab > Tables and Fields Find your SalesOrder table Click Edit Fields Click Finish Editing Fields. Find your SalesOrderLine table, and repeat steps 3 and 4 What the above does is regenerate ...

Hey kenlyle, Have you worked with our report designer yet? If you go into the report creating action, it will allow you to launch the report designer. The report designer builds off of the customer table, and has other tables as "detail" tables -- i.e the invoice table, contacts, etc. It sounds to me like all of the things you're ...