Method Community

Hi there. I think you are better off doing "between" rather than equal, when it comes to dates. We have some documentation on this here: https://developer.method.me/#section/Filter-Reference "To get all Invoices created on April 17, 2020, EDT (Eastern Daylight Time)" GET /api/v1/tables/Invoice?filter=TimeCreated ge ...

Hi Indunil, I have replied to you over the email as well but adding here for everyone. I was able to review the account and found the necessary information. All the screens in Method are based on a table. In this scenario, the Techtime screen is based on techTime table which you can find under Customize -> ...

Hi LizT, Scenario 1: Yes, you can create a Customer record and leave the CompanyName field blank. You don't have to worry about the Contact record, it will be automatically created when you insert the Customer. The Customer, Vendor, and Employee tables are just "views" of the Entity table. The Entity table consists of ...

Hi Maureen, Thanks for your question! Method does function in the same way regardless of whether you are connected to QB Desktop or QB Online, as do the customizations and the Report Designer. Other than the small differences you mentioned (ex. not all of the same tables being available from QB Online vs. QB Desktop), you will ...

Hi, We did basically the same thing.  What we did was enable Field Services on Method:Class, which then creates the proper tables and fields that Method expects, and used those to drive our new custom app.  By doing it this way we hope it will be compatible with the Method:New version of field services as we hope the upgrade path from ...

Hi Gpeak, The "duplicate records" you are referring to are Activity notifcations that are based off of the Web form linking back to the Opportunity and Activity tables. When your potential customers submits a web form, an Opportunity is created with the Activity type "Web Comment" to indicate/alert how they reached out ...

Hi Maureen, The 'AssignedTo' field can unfortunately only contain a single Value per transaction - it has a 1:1 relation to a corresponding record in the Users Table. That being said, perhaps utilizing Teams can solve your problem?  To Create a Team - From the Dashboard, go to Settings > Team members. Choose ...

Hi gfoxjr, Although the Necessary Tables and fields still exist in Method:New for document uploading, we currently dont have an app available to upload documents in the same way you could in Classic.  This is on our roadmap however, and we are intending to reintroduce Document uploading at a future date. Make sure to keep a close ...

Hi Jason, Thanks for bringing this to our attention. We have made some changes to the API recently in order to improve performance. While I can't say that I was able to make changes to these table via the API prior to the update, I can confirm that I am not able to do so at this time. I tested importing a new record into the ...

Hi there Danielle, Thanks For Posting to the Method Forums! Ill be happy to answer your questions. 1. Regaring your users not receiving Follow-up Reminders; There is a setting contained on the Activity Table which enables/disables  Reminders from being sent that I would recommend you double check here. If ...