Method Community

Is there a way for MIE to send an email alert when it loses connection to the Quickbooks company file?  We need to get a notification when the sync stops.

HI Pioneer, If this is still happening can you email me your Method account name and enabled MethodSupport(Customize > Users) -Michael

 followed the instructions on Method to add a birthday field, but I’m running into an issue. When I reach the last step to add the field to the collection form, it’s not available in the drop-down menu. Here’s the link to the article I’m following: ...

I am trying to attach a file to a work order record in MCNationalAccountWorkOrders table. using this API  I include the table name, record id, add to email, and base64 encoded pdf.  See below.  I am getting an error thatt the table name is not valid.  The error message in the response is "errors:[Failed to read ...

Hello, I'm trying to use the API to create a new customer using the APIKey auth method using Postman. Not sure why I'm getting the 401 unauthorized error. I'm adding this info to the header: APIKey: (using the API generated through the portal - I was able to get a 200 response using a GET request with no problem) Content-Type: ...

Hi, I'm integrating Method me api in my project to create lead in method me whereas in my project i have lead info like first name, last name, email, phone etc so i'm using contact api to create lead but it creates a customer with basic details and i'm not able to produce lead details from api in method me. Any help will be much ...

I'm using the PHP example at https://www.method.me/wp-content/uploads/2018/12/MethodAPISample_PHP_V1.zip but am getting errors. For many of the fields I get a kick back from the API saying the field doesn't support "Add". I was able to resolve this by removing all fields and values with the exception of the ...

Hi! Our contact info is our QB admin and we don't want her getting all of our customer questions, comments, ect.  I was told we needed to change this in QB but we can't change our admin/accountant info in QB.  Any ideas? This is what they said on the chat- You can customize the screen to hard code in a different email address ...

I have the gmail gadget installed. When I open an email it says to "Sign into Method CRM". I click the link, choose my gmail account, but then nothing happens and it is still saying "Sign into Method CRM". I have tried signing out of both Method & Gmail and then signing into Method using the Google sign in option and then ...

We are having an issue of leads not generating into Method. I have been told by Icona it is not something on their end. This is the conversation I've had with the support team in Method, but I was told it I'm emailing in regards to the issue with your web forms not importing leads into Method. We did some digging through our logs to ...