Method Community

Hi Robert, I’d like to first thank you for your feedback and for being vocal on the Method User Forums.  We always welcome the feedback from our community and this helps Method to continue to mature and meet the needs of the community. Regarding the “Sample Import Tool for Excel”, I want to make sure everyone understands ...

FYI to everyone.    THE API DOCUMENT IS NOT AN INSTRUCTION SHEET.   IT IS THE ACTUAL IMPORT DATASHEET. THE BUTTON ON THE FIRST PAGE IS THE ACTUAL VB THAT WORKS WITH MS WEB TOOLS TO EXPORT THE DATA FROM YOUR COMPUTER TO METHOD. THE LIST OF HEADERS ON PAGE 2 ARE THE DATA FIELDS YOUR DATA IS BEING MAPPED TO. STILL WAITING TO ...

 Any updates on adding credit card processors?

 I'm a pool cleaning company using the full blown edition.  I'm not sure what you are looking to do but I'm able to access andupdate my client info and service schedule from my netbook laptop using Sprint's wireless service.  My cleaning tech can update workorders when the job is done and I can see it in the ...

Thx for the update =)

 Hey Joe, We have looked into this and it will be resolved on the next upate, that update is to be done within the next week. After the next update, open your screen and hit 'Publish'. This will reload your screen and fix the tabbing.

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 ...