Method Community

I had the same issue back in 2013, and I got around it using curl: http://imtheirwebguy.com/cforms-to-methodcrm-getting-dirty-with-soap/

Newbie question, maybe? I can see estimates and invoices, but where are the open sales orders? It would be a great feature for our salespeople to see what orders are yet to be shipped. Seems to me like this should be on the App Ribbon. Is this something I'd have to customize?  Thanks for your help in advance!

So. I'm wondering if this is a feature that I just can't find? How do I attach a document to a customer/contact? What if I want my salesforce to have access to a shared document pool? I see that this functionality was available in the classic version. How about with the new?

Hey gfoxjr, Yes, that's where Contacts are. Just a couple points to note as you go through the process: If the customers in #3 are in QuickBooks, then these customers should already be in Method. If you want to add additional data to these Customers or Contacts, you will want to Export the Customers or Contacts table so that you ...

OK. I've found it. "Show only common tables?" in the import/export tool. I'm a tool.

Hello! I'm migrating data from SugarCRM, which has completely seperate contact and account tables. In the import/export tool there is no option to import contacts only, although there is a contact database. Older versions of method appear to have a seperate contacts table. In fact, I can see the contacts table in the current ...

Hi Jason, It appears as though the values were reverted when we deployed the update on Wednesday. We've once again increased them and will make some additional changes in order to prevent this from occurring again in the future. Sorry again for the inconvenience. --Audisho

Why is Method setting the API call limit back to 180 per min again? I thought you gusy realzie that 180 is way too low. We are a small size company and we maybe import less than 100 invoice a day using the API calls and we are hitting the limit easily.

Issue resovled with the new update. Thank you very much.

Hi Jason, The fix has now gone live. Please try again and post back if you're still having trouble with this. --Audisho