Method Community

Ryan,   Thanks for your response. I was never told that I needed a programmer to use Method.  Amanda emailed me and informed me that unless I was a programmer, this would be too difficult for me. The sad part is that importing leads is the foundation for any CRM.  I am paying for a CRM solution that is making me enter every lead ...

Hey Robert,   The "Method API for excel" was created as a sample file for Developers. The reason you had to download the Microsoft tools is because this is a file developers need to have in order to work with the API. Most developers already have these tools installed on their system. Due to the Method API being a sample file ...

Step 3 of your spreadsheet says, "Enter the information"   Enter into what?  At first I created a new worksheet thinking that is what you wanted me to do, but now I am thinking that Webtools has some sort of GUI.   Looked for it in my list of programs (love having a MS addon on my computer without knowing what it ...

    Thanks Ryan.   I have downloaded the MS webtools (not that familiar with them so I am very tenative about using them)   I have read the spreadsheet about using the API, and I have to tell you that there is more information missing from that document than is in that document.   Your document asks me to set up ...

Hey Joe, I am looking into this and will post an update shortly.

Hey Robert, If you run into a problem then we would love to help out. Next time you have a question, please post the message you're getting, this will allow us to troubleshoot it faster for you. If you are trying to import some information into Method, the first step is going to be to download the Method API for excel. You can find that ...

 Hello,   We currently integrate with Xora and there is a possibility that we may integrate with TomTom in the future. Method would definitely work with mobile computers, as a matter of fact we are aggressively working on creating a smaller interface that will be downloaded even faster that would be ideal for mobile computers / ...

Hello, Is your online backup automatic or do you manually schedule it?  The online backup wouldn't work only when Method is doing a changes only sync and you can see when it is performing the sync by opening the engine and looking at the status. If you are manually doing the backup then you can push it between changes only syncs. If ...

The Method Team is thrilled to be attending this year’s Intuit Solution Provider Summit 2009 in Chicago, Illinois @ The Fairmont Hotel.  The ISP summit is a yearly event that is held for Intuit’s Solution Providers.  This year’s summit is intended to be an intimate event, focusing on business and innovation.   I ...

Copy From Accidental Post in API Q&A Hello. I am attempting to customize/edit a screen. I have set 3 fields in a single column. Through the advanced settings I have tried setting the tab order Left -> Right, Top -> Bottom, and a Custom order. No matter the tab order setting, if i click on the center field, tabbing moves to ...