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  • Quickbooks Crash Notifications?

    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.
    Posted to Method:Classic General Q&A (Forum) by robert.cowart on 06-17-2014
  • Re: Receiving Error :

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

     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: ...
  • rest.method.me/api/v1/files invalid table

    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 ...
    Posted to Method:API Q&A (Forum) by nsweeney on 02-02-2024
  • Trying to create a simple Customer using APIKey

    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: ...
    Posted to Method:API Q&A (Forum) by QuasarCR on 12-05-2022
  • Creating lead

    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 ...
    Posted to Method:API Q&A (Forum) by Gurdeep singh on 09-16-2021
  • MethodAPIInsertV2 Succeeding but broken in web app UI

    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 ...
    Posted to Method:API Q&A (Forum) by KatieO on 10-30-2019
  • Changing contact info on emails

    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 ...
    Posted to Method:Classic General Q&A (Forum) by JKS on 03-18-2019
  • Gmail gadget doesn't actually sign in

    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 ...
    Posted to Method General Q & A (Forum) by LizBooks on 11-23-2017
  • Leads not generating in Method

    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 ...
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