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  • Re: Viewing Open Sales Orders in Method:New

    Hi gfoxjr, This is certainly possible, but will require some basic customization on your end. From the Sales Order List Screen, you&#39;ll need to add a new Grid View to the Sales Order Grid which has the Criteria &#39;SalesOrder.IsFullyInvoiced = No AND SalesOrder.IsManuallyClosed = no&#39;. Let me know if you need a little more detail to set ...
    Posted to Method General Q & A (Forum) by Method_Ben on 05-16-2016
  • Re: Documents in Method New

    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.&nbsp; This is on our roadmap however, and we are intending to reintroduce Document uploading&nbsp;at a future date.&nbsp;Make sure to keep a close ...
    Posted to Method General Q & A (Forum) by Method_Ben on 05-16-2016
  • Re: How to call methods in PHP

    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/
    Posted to Method:API Q&A (Forum) by ImTheirWebGuy on 05-15-2016
  • Viewing Open Sales Orders in Method:New

    Newbie question, maybe? I can see estimates and invoices, but where are the&nbsp;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.&nbsp;Is this something I&#39;d have to customize?&nbsp; Thanks for your help in advance!
    Posted to Method General Q & A (Forum) by gfoxjr on 05-15-2016
  • Documents in Method New

    So. I&#39;m wondering if this is a feature that I just can&#39;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?
    Posted to Method General Q & A (Forum) by gfoxjr on 05-15-2016
  • Re: Importing Contacts

    Hey gfoxjr, Yes, that&#39;s where Contacts are. Just a couple points to note as you go through the process: If the customers in #3 are&nbsp;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 ...
    Posted to Method General Q & A (Forum) by Method_Jim on 05-14-2016
  • Re: Importing Contacts

    OK. I&#39;ve found it. &quot;Show only common tables?&quot; in the import/export tool. I&#39;m a tool.
    Posted to Method General Q & A (Forum) by gfoxjr on 05-14-2016
  • Importing Contacts

    Hello! I&#39;m migrating data from SugarCRM, which has completely seperate contact and account tables.&nbsp;In the import/export tool there is no option to import contacts only, although there is a contact database.&nbsp;Older versions of method appear to have a seperate contacts table. In fact, I can see the contacts table in the current ...
    Posted to Method General Q & A (Forum) by gfoxjr on 05-14-2016
  • Re: API Throttling

    Hi Jason, It appears as though the values were reverted when we deployed the update on Wednesday. We&#39;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
    Posted to Method:API Q&A (Forum) by Method_Audisho on 05-13-2016
  • Re: API Throttling

    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.
    Posted to Method:API Q&A (Forum) by chowrentoys.com on 05-13-2016
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