Method Community

Julio - Do you want to try going to Customize > My Account, and removing the Method Warehouse app, and then installing it again? We received similar feedback, so we found a way to make it a little more turnkey for a newbie's first time. Note that when you install it this time, you'll get a popup telling you everything was installed, ...

 I have created a table for a drop down list of "users".  This is on our custom call report screen.  I have gotten a request to be able to change to "a different name" instead of one of the one's on the list. Also can I filter the drop down list to only show "Field Service Engineers" instead of all ...

Hi folks, please forgive my questions if they have been answered already in other post but I could not find any. Looking from a customer perspective once I have activated the warehouse module I was expecting a page of some sort that would list my current QTYs on hand and allow me to set levels and perhaps lists lots and serial numbers, maybe ...

[quote user="Method_Ryan"]   Hey Julio, You will get this message if you’re missing some windows updates, mainly the Dot-Net 3.0. Run Windows Updates and this should go away. Let me know if this helps! [/quote] You are correct, however the root cause was that those updates never installed. The previous install of the ...

  Hey Julio, You will get this message if you’re missing some windows updates, mainly the Dot-Net 3.0. Run Windows Updates and this should go away. Let me know if this helps!

 Hi Keith, We believe it’s the combination of $ and it was enclosed in single Quotation marks - '$12.00'. If you used $12.00 it would probably work provided the field is a currency field.  If you only had $ without the single quotation marks and it still didn't work then we would have to investigate further.  Let ...

Hi HP, Thanks for sending us the file. We have looked into it and I have e-mailed it back to you with some suggested fix-ups. There are a few things I want to go over and give you some recommendations. 1. The reason it wasn't importing was because you had changed the table name from "Customer" to "Leads". You didn't ...

 Hi Jeremy, I looked into the multi-day scheduling feature you were referring to in QXpress.  In Qxpress you have 3 options for scheduling: One Time, Recurring and Project.  In Method, you have 2 categories: One Time and Recurring - a type of Recurring is Project. I hope that answers your question. Just a side note, if you have ...

HP - What you are doing is certainly possible, so it is probably something very small. We can have a look for you.  If you want to email the excel file to us at method@methodintegration.com, we can take a look at it and tell you what the problem is and how to correct it. Paul

the excel file name I got is MethodAPISample_ImportRecordsIntoMethod and the columns I try to add are: Company Bill To APT City State / Prov. ZIP / Postal This is a list with leads I want to import into Methods to start and manage my campaigns. Hope you can help - I really need to get this going - thanks HP