Method Community

I have recently created a new user account in Method.  I downloaded the mobile patch from the Method link.  However I still do not see on my "Select and Account" screen the drop down menu box to go mobile.  What do I need to do to get this working properly?  What could be causing the problem? Suzanne ...

Hi Jason, Ive found a way to have this data be entered directly into the ListBuilder table for you. Essentially what Ive done here is create a button and added it to the ListBuilder Screen which Loops through the Contacts table (Because ultimately a list of contacts is what you are looking for, and contains the data relevant to the ListBuilder ...

Hello Otto, When retrieving data using the MethodAPISelect_XMLv2 call, you need to specify a list of field names.  There a few ways you can accomplish this -   You can use the MethodAPIFieldListV2 call to view a list of fields for the 'Customer' table.  To get you started, try using the fieldname of ...

Thank you for your help Mortaza. I'm not sure if you have integrated with a WMS (inventory management) system before, so let me clarify what we are requesting.... we would like Method:CRM to POST to 3PL Central's API new orders when they are created within Method.  Are you able to build scripts within Method to trigger this type of ...

Hi Ben, I've checked the Spam box but still has no info. Please send the email to me or give me a call to solve the issue. Thank you

Hi Ben, The standard screen is working fine. So its about my screen ya? I did no change to the transaction tab. At first it was OK, and aroun 2-3 monhts back its always error loading grid. Any advice? Thank you.

The MethodAPITableListV2 endpoint will return a list of all tables within your account - including any new custom tables you've created, and standard QuickBooks tables like Customer and Inoivce. To verify - you tried using the tool available HERE and still did not receive a valid response?  You only need to input your ...

I have a True/False custom field in the estimate line table called “Show on Print”. When that box is checked on the estimate line, I want the line to show on the print preview. When that box is not checked I want the line to be excluded from the print preview. How can I do this in Method Report Designer? Under Behavior >> ...

Hi Sarah, My Mistake, The IsActive field that I mentioned when I originally made my last post is actually already a field listed in the Contacts Table. The reason you are unable to edit this field is because it is a Linked Field. Linked fields are fields which are pulling data directly from a different existing table and as ...

Greetings, Issue: Sending out material price requests to many vendors. Problem: Most vendors are not using FAX's any more. I have to send out many FAX's to vendors to see if they have the plants I want.  Calling them up takes a lot of time. Can I create a report that a vendor can fill in their prices, then resend it back to me? ...