Method Community

Kelly, I tried doing this and it worked fine for me. Has anyone in your account been able to successfully send an email from this area? What about your user specifically? This message is suggesting the authentication failed. Did you get a chance to review the link I included in the response above? There is some great tips there. I promised ...

He Shelly, To help you understand the Entity table please refer to a previous post. All fields are shared among the Entity, Customer, Employee and Vendor tables. Adding fields to any one of the tables will make them available in the others. It sounds like you've added custom fields on the Customer List screen and are trying to get them to ...

We have held a number of webinars in the last year and based on your feedback, everyone seems to really like them. We believe they would be even better if you were involved in coming up with the webinar topics, so it's time for you to tell us what you would like us to cover in future webinars. You are probably working on a customization ...

I set up an action where everytime an email address changes an email is sent out to the appropriate person.  It works great!  What if the email address change occurs in Quickbooks?  The change obviously shows up in Method, but the text change from QuickBooks doesn't  trigger any action?  Is there a ...

Bob - The CompanyName is a *linked field* in the Contacts table, which makes it read-only.  It is just a fake virtual field that is pulling from its real resting place, the Customers table. Think of ABC Company: Customer Table: Name: ABC Company Inc.  (this could be John Smith if it were a residential customer) CompanyName: ABC ...

I am trying to import Contacts into one of my users method account. I have set up the methodAPI excel sheet. I only added one line for now to test. As i run the "Import Data into Method", I get an error: "Error from the MethodAPI at row 2: The field CompanyName does not support add." Now in your webinar, I was hoping you ...

Currently there is no easy way to select an associated campaign for an activity that doesn't have an associated opportunity. For example,  I've just recieved an email from my copywriter.  I want to add it to method and associate it with the appropriate campaign. In the next revision for cases such as this, can campaign be a ...

Val - Shelley replied with the following:   I am getting myself mixed up between the "entity" table and the "customer" table. I did log out and start to find some of my missing fields after logging back in. I am very concerned that I am duplicating fields in "entity" and "customer." When I ...

Hi Shelley, What table is the screen built on? What steps did you take to get the message to appear and what exactly does it say? Are these custom fields dropdown by any chance…if so what table are they referencing? Getting this information will help us look into this for you.

Thanks for the update Amanda.  We will test it out this week and will let you know how activities to the 5 custom fields' and sync comes out.