Method Community

Hello Gregg,    This is a great questionsand I'm hoping we do get some ideas from the community.  I want to make sure I have the correct idea.  The idea is to send an meeting activity to an employee. The employee can click on a link to accept the meeting. Unfortunately, I've not seen this available in Method ...

Hello All, We are a service business with several crews on the road each day. Part of our work flow is to send a customer satisfaction survey to our customers via email at the end of each service call. We are currently doing this manually using sogosurvey but ideally, I would like to automate this task when a work order is marked as ...

We are trying to integrate Gravity Forms on Wordpress with your platform.  The only way we can do a custom action is to use cURL in order to submit the data to the form action that is given to us when we create the web form in our method account. I can't figure out what I am missing.  I am sending every input that is called for in ...

Hi WaveTec,  Fran, thanks for your input and suggestions, I would have started with what you suggested also. WaveTec, just to be clear, are you saying that you are attempting to do this with more than one line item at one time, or just catch more than one field value from one line item?  I recreated an example of what I ...

Hi Mike, In regards to Errors 1 & 2, I am not exactly sure what is going on here, this could be an issue with the screens not generating correctly, and possibly the tables.  There is a quick way that you can regenerate specific tables from within Method.  First, double check what tables the screens you are having issues ...

Hi James, Is this through our stock Covert to Customer button? Something to try would be to go to Customize > Tables/Fields, and click Edit Fields on the Entity table. Then simply click Finish Editing Fields. This will regenerate the table your customers and leads are stored in. You can also send me an email with your Company Account name, ...

In a perfect world what I would like to happen is this: 1. Sales Rep creates Sales order 2. Method Notifies Accountant (Creates activity to convert sales order to invoice) 3. Shipping is notified of a paid invoice. ( Creates activity for shipping to box bike and input shipping / tracking info into database which is linked to the invoice. ...

I am trying to create a E-Mail template that does the following in the body of the message. 1. Says "You have been sent a total of ?? work orders." I want the ?? to update with the numbers of work oders emailed. I can make a pop-up message give the total count but can't figure it out in the email ...

Hi David, You can actually sync in some QuickBooks reports into Method, including the Open Purchase Orders report. We have a screen under the QuickBooks tab that allows you to import/sync over your scheduled reports from QuickBooks.  These are standard QuickBooks reports that you can setup to sync over into Method at specific time periods. ...

I've been successfully using the Method API to add lead data into the Customer table with one exception: the "Notes" field.  Even though the call returns a succesful response, the "Notes" data sent does not appear within the customers data on the dashboard.  Below is an example request made via SoapUI with the ...