Method Community

Grif, you can import/export table data from Method from/to Excel/csv, and import/export to csv with Gmail, you should be good for creating new contacts from either program in the other one.  Are you using the Method Google Gadget?  See ...

I have seen this happen too.  There was a delay sometimes before you could see the changes to your portal screens.  I was experiencing it when I was working on a customer portal in February.  Eventually the changes would show up. 

Bringing the attachments in from emails would be a huge feature to add!  I hope you do this sooner rather than later.

Hi Ben - Did you try using a different browser?  It's my understanding that Internet Explorer (in Windows) works best for designing screens.

Hi DavidD- The easiest way I know to find out what the field name is for any particular piece of information is to export that table and see the data in each column.  The column header is the field name.  Go to the Customize tab and click on Integration Tools, to find the Import/Export tools.  Just viewing the list of field names ...

When you export the Activity Table, uncheck the boxes for the fields that are coming out with the junk data.

Are you connected to QuickBooks desktop version, or QuickBooks Online?  If desktop, is your QuickBooks file hosted on a server somewhere outside your office? I'm wondering if the Pacific time zone is where your QuickBooks data lives - either on Intuit's servers if it's QuickBooks Online, or if your QuickBooks desktop file is on a ...

Hi John-  All computers read numbers stored as text from left to right, so you would need to use a leading zero for each single digit station number to get them to sort correctly with the double digit numbers.   Station 01 Station 02 Station 10 Station 11 etc.  If you will have more than 99 stations, use 001, ...

Hi Marcelo- You can find the web address for your portal by going to the Customize tab in Method and selecting the Portals tablink.  There will be a link on the screen that says "Get sign-in page web address..." To get customers to sign up, you can email them the portal web address, but a better way to handle this is to create a ...

Hi Ben- Yes, there is a limit to how much data you can export at one time., based on a maximum of 1 million cells.  If you are using the Import/Export function under Customize - Integration Tools, it will show you how many records will be included in the export.  The more fields you include from a table, the fewer records can be ...