Method Community

We are switching over from Zoho CRM which I have completely customized. I am having trouble figuring out how to work with the tables and fields in the customization. I have been trying to find a webinar or something that will give me help on this, but the only webinar I found was unable to be played on my Mac. I will try to explain what Im trying ...

I am trying to import Contacts into one of my users method account. I have set up the methodAPI excel sheet. I only added one line for now to test. As i run the "Import Data into Method", I get an error: "Error from the MethodAPI at row 2: The field CompanyName does not support add." Now in your webinar, I was hoping you ...

Hi Micheal, I need help with this same question and the webinar link you provided above no longer exists, do you have an updated link to the webinar?  Thanks!

Hi Angela, The simplest way is to use the Method Import / Export Tool, click HERE for a webinar on this tool. -Michael

We are in the construction field. I have created a new Table called Contracted, in order to keep track of our customers contracts with us. I went to create a Dropdown list based on a new table. I watched the Webinar on this and followed the instructions. When I created the new Field, instead of the Field type being "Dropdown", it ...

I had a someone ask this question: Q: How to make fields/objects hidden for certain Method Users. A: I will use the example for the Edit Lead Screen and we will make the Sales Rep Field not visible for all users except "Ben" (the UserName Ben uses to login to Method with). With the Method Screen Designer open to the CRM_EditLead(2) ...

I have a sales order (invoice) screen that has the item list in a grid. There are also a few actions and hidden fields associated with this screen. I notice that the "stock" Mobile_Invoice screen has an "Items" section instead of a grid. This appears to be the cleanst and fastest setup. I have tried to use the ...

I built a new screen, displaying a grid based off of the transactions table. I'd like to use the SQL override function to allow for a summarized view of transactions by account. After watching the finer points of the webinar, my main problem is that I can't add a new field to the Transaction table. This field is needed to insert the ...

I'm having a couple issues. 1. I have a report with a DetailReport Band and it was working but after watching your webinars I went and messed with it and now it's not.  :)  The simple question is I have a DetailReport Band that referrences a table and if there is 1 thing in the table I get 1 printout.  If there are 2 ...

I've watched the webinar on assigning roles, and I have a followup question: As the sole customizer of Method, it is important that I have access to every screen, every tab link, every table, etc. However, as I am not the owner of the company, I need to be restricted from access to sensitive financial information. So, for example, I want to ...