Method Community

Hi, I am considering using Method:CRM, and I am currently using Megento with Stripe Payment Gateway. Has anyone built the bridge for Magento to be integrated with Method, or can assist with this? Thanks, Mark  

I'm using Classic Method and attempting to create a drop-down box that will allow me to assign all customers/vendors within a specific area to a specific user, based on the city/state that the customer is in. That user will then be able to delegate the tasks to their crews depending on the region/district that the person is in. I created ...

Hi Alex, Just some thoughts....I know you know your way around Mehod,.....Are you checking for RecordID in the invoice line table or checking for INVOICERecordID? I would export the Invoice table and invoice line table and check ID's.  

Hi ITfrom Valor, One of the tricks used to generate report filters is to add two variable fields to the COMPANY table, Like RptDate1, RptDate2.    The Company table has only 1 record and it is available for every report.  Then on your screen - set up fields to choose your dates.  Through actions, populate these values to your ...

HI Rick, Not quite sure what you are doing..but... If you just want to find records where SO exists, why is your report not using the SO table as master and SOLine (if need) as detail or your SO Pkg detail.  Only SO will be in the SO table.   I have found that the report generator action can be kinda fussy as to what record ...

Hi Rick, If you want to create a customer statements in Method, then you need to create a custom report for that. You can create custom reports using Report Designer. Here’s the link for Report Designer: ...

How Can I get the sales order number to auto generate while posting with MethodAPIInsertV2?

Hi Mike Imagine I was looking at customers and their sales orders. I have 3 customers, 2 of which have ordered off me.  My data would look like: Customer            SalesOrderNo         Amount Customer 1 Customer ...

Hi Yashpreet I want to create a statement to send to the customer whilst in method.  We don't use statement charges, it's just about providing the info to the customers from the sales team. Thanks Rick

Hi Jack, I was able to replicate it on my account. I created a ticket for our developers to take a look at this issue.  I will update you once this is resolved. Yashpreet