Method Community

Hi FW, I noticed that Audisho has already put in a feature request for this one back in May. Ill make a note on the Request that you are asking about this one again. Cheers, Ben

Thanks, Ben. This is specifically a request as it relates to the integration tools import/export. So that wouldn't work in this case. I did notice that it is exported correctly when inserted in a grid, however. 

Hi FW, Sorry for the late response. Ill have to look in to why the date is formatted this way, as im not enitrely sure why this is the case. As a workaround though, you could try adding the data you are trying to export to a Grid, format the Date in the grid column directly, and Export it that way. Regards, Ben

Hi Martina, Great to hear youve been experimenting with method! The best way to find out the correct syntax with any field would always be to export the table (perhaps add a dummy record if the table is empty) and open this file up to see what Method expects. That being said, the correct format for the CloseDate field ...

Hello Method, I'm having an issue when adding new user, when I click Add User button, the table refreshed but nothing happened. User are not added. I've tried to add more license but still doesn't resolve the issue. Please advise. Thank you.

The following updates are now live for users of Method.  Fixed Method Web-To-Lead forms to ensure they send email using correct port settings (Ticket AS-1241) Improved Method's Sync Engine to use a 'Long' data type for storing QBO RealmIds.  RealmIds are the unique numbers used by ...

Hi, While export a Grid to an Excel file by actions, it seems that the system will add another "RecordID" column if one column is in "drop-down" type. Why add these extra RecordID column, seems a big error in the program. Please help to remove those columns. Here is an ...

So I figured out how to upload data into Method. I even build my own opportunity template, but it to work I need the correct syntax for the closing date! So what is it?

Hi John, I just tested out what you mentioned on my personal account and can confirm its happening for me too. Ive opened a ticket with our development team to look into this and see if we can come up with a solution here. For now, you could stick to the method you mentioned of sending your Estimates by saving and then Save&Email separately. ...

One of our employees, when logged in, can see the NEW version and are able to function in that, however, when they log in using the 'classic' version the headers are there but there is nothing else but a blank page.  --- please advise