Method Community

Customer table.  I'm trying to do a mas update to my leads. I also want to do the same for opportunities.

Hi swm023, I wanted to confirm a few things first: Are you trying to import into the Contacts table or the Customer table?   I need to confirm which table you are trying to import into first. 

Hi swm023, I have a few questions for you: 1.     Are you using the original “Staff” role that came with Method? 2.     Did you create the “Staff” role yourself? 3.     If you created a new role, did you associate its parent role to one that doesn’t ...

Hi swm023,  Here are the steps you need to take to make the change: 1.     Go to step 3 of 9 within the Grid Wizard.  2.     Click on New/Edit and make it a new view 3.     Select the field that you want to filter by 4.     Click on Insert Filter 5.     Select the filter criteria ...

On the Customize -> Screens screen, the Edit Customer screen is no longer listed. When I try to edit a customer, I get an error message stating that there was a problem locating the Tab Link 'Edit Customer'. I did not delete it. I don't have the ability to delete it, as far as I know. I am making a new screen by ...

Is there a Method PUSH/API Call limitation of some kind? I'm using a loop action in Method to update a large batch of transactions in a client's QB file.  Although the loop action (including pushing updates to QuickBooks) starts off working well, Method stops updating QB after it has already processed a large number of changes. ...

Ah, I finally understand what you've been saying (you only had to say it 4 times! ). I need to use to Sales Rep table for the dropdown, not the Sales Order table that was using for the grid. Now I've got a working dropdown object that will provide a list of unique Sales Rep initials. If anyone else is reading this thread to do what I ...

Hey everyone - The January version of Method is now available.  Unlike previous updates, though, you need to opt-in to get early access to the new features.  Please see my blog post to learn ...

Staging site, SmartVault beta, Intuit Account OpenID and a touch of style New "Staging" site - starting today, the latest version of Method is always "opt-in".  We now have two production versions of Method for you to use.  In additional to the usual "live" site, we now have a "staging" site. ...

i'm trying to limit access for some of my users to the customize tab. their role is "staff" and i have made the customize tab accessible for staff. when i edit the users under step 7 of 10 i select which tab links i want them to have access to. upon logging in the customize tab is visible but when you click on it the only link ...