Method Community

 Hey Fran, We do have the ability to upload files to your Method Account. Currently the Opportunities screen is the only one that has this feature on it. If you don’t want to use this screen, you can customize an existing screen to include this, or create your own screen. In order to get this feature you need to make sure the table ...

I want to use Method as my client portal for work I have done with them.  The only thing I see lacking is abilty to save attachments for point to where file pertinent to client have been saved... Is there a tool for this  or can I set up a link to my ShareFile folder?  Fran

I want to set up a pivot report within Method and just need some help as to where the row, column and value fields go.  I am having trouble figuring this out from just looking at the report designer... Thanks, Fran

Steven, I’m a little late on this post but wanted to get back to you. Charge Qty is what will eventually be used as the Qty for the invoice line item. This field will update automatically for hourly projects after each time entry. It sounds like there is confusion linking Activities and Time entries. Let me see if I can make this area ...

Last night I was enjoying the spring like temperatures here in Toronto and decided to take a stroll with a friend and meet up at a local hangout.  While there, I quickly looked at my iPhone to check my calendar and see how my Friday was looking.  What I loved was the fact that I could see all my scheduled activities, including phone ...

Jonathan, The next time you log into your Method Xora Connector you will notice new grid filters with options to display All, All Active and All Inactive records for Customers, Employees and Vendors.

"I'm almost convinced this is where the problem lies." -I think this has a lot to do with.  I think that before trying to get that webservice to work with Method you need to get it working on a test environment so that you can debug it more easily.  The redirect sounds suspect. "Before either of us get too ...

Again, thank you for helping. I understand where you're confused if you're not familiar with ColdFusion, I just went through the same experience recently. The .cfc page can't be accessed directly because we are on a shared server, I think ColdFusion has a built-in WebService browser and accessing the file directly tries to ...

Brian, I'm not a ColdFusion expert, but I think that I should be able to open up the following URLs in a regular browser window: http://www.quickbasenation.com/sandbox/methodaccess.cfc?op=QBNTestLogin or http://www.quickbasenation.com/sandbox/methodaccess.cfc But when I do that I'm getting an error on the page.  If I go to our ...

Awesome, any help would be appreciated. I agree with helping others, so I'll post as much as I can. I have two files I'm playing with here-- http://www.quickbasenation.com/sandbox/methodaccess.cfc -- <cfcomponent>     <cffunction name="QBNTestLogin" access="remote" ...