Method Community

Hi JKM@SA, Every drop down is attached to a table so editing the records in that table will allow you to change the values in the drop down. Most standard Method drop downs have screens already created which will allow you to edit the records in drop down tables. Which drop down in particular do you want to change the wording ...

Welcome to Method iLs, [quote user="iLs"]In Method, I created a custom Tab, a custom table (with custom fields) and imported a test data file from our other CRM. The import completed successfully and I can see the fields I created in the custom "Prospect Center" tab, but am unable to see any of the imported entries? What do I ...

Hi Monica, If you add a custom field to your QuickBooks items it should come over to Method. You can verify this by going to Customize > Tables / Fields and editing the Item table. You should see your custom fields listed there. To add these custom fields to your screen you would need to edit the grid on the Sales Receipt screen and add them ...

Brett, The changes made to a screen or table are actually saved as the changes are made. When you click Save & Close on editing a screen click Cancel to the prompt when it asks you to publish the screen which should shave some time off of it. For tables when you click Finished Editing Fields it essentially recreates the table, this is done to ...

Andy, There are currently no screens for adding Sales Reps or Units of Measure in Method but the tables for those screens exist in Method meaning you can create these screens for yourself. If you add a unit of measure to an item after it has already been added to an invoice it will not update the invoice you will have to update it yourself. The ...

Hi Bill, The field "Name" (opportunity name) resides in the opportunity table, not the activity table. In order to pull in data from another table, we use a feature called "add linked field" which is found under Tables / Fields -> Edit "Activity" Table -> Add linked field radio box. There link using the ...

Hi Lilian, Thanks for contacting us. There's  a couple things we need you to do before we move forward with troubleshooting. 1) Was the appointment synchronization successful? Do your Outlook appointments appear in Method and vice-versa? 2) Please verify that under "Edit settings for User (Username)" on step ...

Hi Seny, I am sorry to let you know that currently we are not supporting an insert or update of files into Method tables, through means of MethodAPI. Nevertheless, we are planning to implement this feature in the near future. In the mean time, you will need to omit the “File Attachment” column and upload the files manually, using ...

Shelley, Also, I cannot change the data type of the additional fields I have added in Method (Not QB Custom Fields).  I can change the field length, but not the data type.  There does appear to be a drop down arrow indicating this widget might allow changes, but no luck getting it to work. About your Custom Screen.  I would think ...

Thanks Mike, I've wanted to ask this same question but didn't want to throw water on one of the most exciting products I've seen. It would be great to have a maintenance screen on the home tab that among other things contains a button that writes all tables as .csv to a backup spot. These files could easily be downloaded and ...