Method Community

Hello! Is there any way to see if my customers have registered to use the portal? Can I see user activity? Thanks! 

James You can contact us directly.  We can probably setup a screen for you. Mark

Hi Shane, Are you sure you are aren't using the update feature on the Import / Export tool to try and 'update' rather than import new leads? The message indicates you're trying to update. In step 2 of the import process where you prepare the data, you will see a check box 'Update existing records by matching the key ...

 Thanks Michael, The gateway part I'm fine with as I will be setting up a gateway within Method. As far as charging the credit cards ... are you saying I would need to type the credit card number in each time within Method even though it is in QB?  That could be a little combersome.  Is there anyway around this?  Thanks ...

Good Morning Paul, I’m now trying to upload my “test” leads. However, I get this error - Error:We couldn't update current record because we couldn't find a single unique parameter that will match your update criteria.   Since these are leads, there’s no RecordID – it seems Method wants a RecordID ...

Hi Dave - I have moved this post to the API forums. A member of our team should respond here. Thanks.

Thanks.  Understood.

Jame- Value from Row only works within Loop through table and Loop through grid, it pulls values from the current record in the loop. If you are trying to get the value of a row you have selected or the row you are editing you can use value from screen. When using Value from screen the options towards the end of the list are normally for ...

James, Option 1: If there is only going to be 1 set of chemical readings, then this option would work. The con you mentioned isn't actually an issue, if you were to copy the screen to another account then the newly created fields would also be copied to the tables in the other account. Option 2: In this situation I would probably create a ...

1strate- I just want to point out that to copy a screen the users will have to have Method CRM Pro and also you would need to get access to their password to copy the screen over to your account. One additonal note is that any custom fields they have created in the table used on that screen would be copied over to your account, so you may have ...