Method Community

Julio, There is an import tool for Excel, written with open-source Excel VBA.  It uses the MethodAPI to grab records from Excel and import them into Method.  You just need to specify the table you want to import into and the fields you want to import. It's the same tool that users are using to import their sales leads into the ...

If I am looking for an inventory solution addon for QuickBooks, there is a possibility that my inventory may not be accurate, maybe even in the negative. Is there a way I can create a Physical Inventory count by Location(Warehouse) or by sub-locations(Bins etc) in the Warehouse Module and Quickly update my QTY on hand for ...

Is there a way I can import bins, racks or locations from a spreadsheet?  

It shouldn't take more than 10 seconds to remove the app.  I would just refresh the page and remove it again if it is still there.  The spinning icon is just an image that gets removed when the web page gets the report back from the server that the process is done.  If it never gets that report (for whatever reason) that icon ...

Hi Paul, well I tried removing the Warehouse Module, the page has the circular updating icon running now for over 2 hours. I am afraid my account may not be in a reliable state any more. Any Ideas?

 I was not using the spreadsheet you sent me.  I tried doing so just now and got the same error.

 Hey Dale,   Are you using the new spreadsheet that we sent you? This should have allowed you to use the comma.

It's your built in "user" table so I wasn't able to add "UserType" to it.  :( All the Field Service Engineers are in the "FIELD SERVICE" Role.  Can I sort by that?

Excellent!  So glad to hear this.   I find myself using this trick a lot now myself when designing screens in Method, and it really does make a difference. Glad to be of help. Paul

 Ok.  Figured it out. Problem:  There were comma's contained in one, and in some cases, two fields.  The comma creates a separate record.  This was a problem in both the Name field where I was entering them as "Last, First" and in the Company filed where there some listings such as "ABC Company, ...