Method Community

Hi Josh, Assuming you are talking about the Generate Report action in Method? If so you’re right you can take advantage of the filter options. Currently the action treats each condition as AND. You’re also right that you can use the Advanced Script feature to accomplish what you are looking to do. I can understand the confusion if ...

We’re nearly ready to release the next big update of Method.  Last time we did a big update, we had several of you saying that you wanted a heads-up first, and even better a chance to try your screens out on the new version first before we rolled them into production, so here’s your chance! What we’ve done is upgrade just ...

 Glad to hear everything is working correctly. Thanks for the update.

Where can we find the webinar that I missed this afternoon? When will it be availble to  view?

On Wednesday, April 28 @ 1:00pm, Amanda Mahadeo will be covering some exciting new features and updates released for Method CRM.   Some of the topics that will be discussed are how to add attachments/documents to opportunities/solutions, an overview of the new charts on the Sales Center Dashboard and changes to Opportunity Stages. ...

Dave - I think there is some general confusion on what BuildAssemblies are.  I think before you use the MethodAPI, you should try a bunch of examles in QuickBooks directly. ItemInventoryAssembly is the actual QuickBooks item.  Like "Bicycle M5200".   This will appear in QuickBooks under the item list, which shows ...

 Hi Paul, Thanks for the reply and info.  We tried setting the BuildAssembly table / IsWaitForSyncApproval True/False but it did not work for us.    Let me give a little more infol and ask a few more questions, and hope you can help us out. Info1:  When we create a new Buld Assembly item using API, we need ...

 waiting a few hours and rebooting, then trying to install again, I had no problem this time, so I'm all set now.  :-)

 Hello Naomi, Welcome to our forum! Happy to see that you've started using it. To view all invoices go to Customer Center > Invoices and ensure that your Filter By View is set to 'All Invoices'. I think what is happening is that your transaction history in Method is not showing all transactions – this is a good ...

I know that we are allowed to use filtering, but it there a way to change it from "AND" to "OR" I have a customer that has a table set up with Part1, Part2, Part 3 and wants to be able to return a report that has a single part number in any of those fields. The way its currently set up is if I put a part number in all of ...