Method Community

emiller, You defiantly don't want to delete the customer table since this table syncs with QB. In-fact you probably won't' be able to even if you wanted to. You are more concerned with the customer records in the table not the actual table itself. Ok…a couple of very important concepts when importing leads. You must be ...

hycari, I agree with Mark's response (he is one of our MSPs) it is the quickest way for you to do this. Adding to his concept you could also create a couple of different filter views to show 'Registered Contacts' vs 'Non-Registered Contacts'. Thanks for the tip Mark.

Great, that worked.   Thank you

Hi You can create a quick screen with a single grid object.  The grid object should contain the columns for Name,  Email, Portal Username, and Portal Password.  If there is data in the portal username and portal password fields the customer has registered. You can find info about login activity in the UsersSignInLog table. Hint: ...

Bob - We don't have any examples on how to use the Method API with OpenOffice.  That's not to say it isn't compatible with OpenOffice, but it just means that it's up to you as the developer to do it from scratch. You just need to be able to call .net web services from code, or in this case from a macro. I did a very quick ...

BTW - I used the lab version of the API for this: https://www.methodintegration.com/methodapitest/service.asmx?op=MethodAPIGetScreenURLV4 The reason I used it, is because the non-lab version requires the specified user to be currently signed in, which is an outdated requirement.  Paul  

@CF_Pro - Sorry for the delay.  Since this is an API question, I answered it on the API forum here: http://www.methodintegration.com/cs/forums/p/3016/11441.aspx#11441 Paul  

CF_Pro asked how to create a single sign on link to a portal from his website.  I answered the question here:  http://www.methodintegration.com/cs/forums/p/2985/11437.aspx#11437 But for the API portion of the question, I wanted to move the conversation to the API forum.  Here's my response. For the tab link name, it ...

Table I'm dealing with is the customer table.  I have the synch turned off so it's not trying to synch.  I was trying to import these as leads and messed up.  I saw there was the option to delete the customer table but was concerned this could mess something else up?

Viret - If you delete the records using the API, then the records should be removed from the conflicts area. Unfortuantely, the Conflicts listing is not an exposed table (in Method or the API). You mentioned in another post that the conflicts were "DeleteFromDesktop", but that the records were actually not even in the database anymore. ...