Method Community

Hi Martina, Considering you are editing such a small amount of records, It might be more time effective for you to utilize our Import/Export Tool instead of utilizing a custom screen. The basic overview of what you would do here is Export your Opportunities Table, Edit the records in a Spreadsheet program (Like Microsoft Excel) and then ...

Ben -  Thanks. I'm pretty sure you have nailed it. I think the recipient had images blocked when retreiving emails. Thus, the picture didn't show up in the email until the recipient requested the picture to be downloaded.  The issue is closed. Thanks a pile. Jim

Hi. We have had some issues when we were adding bills to a time for which we have already balanced our books and we wish to be able to close Method to all changes after the end of the month.  QuickBooks offers a feature of setting a date to which we can close books to, but despite that we are able to upload our bills through the ...

Hi Danielle, It sounds like you are doing the right thing here, but I wanted to outlined all the steps just in case youve missed something.  To Edit the Size of a field in a table, you would navigate to Customize > Tables / Fields . From Here, you would open up the Table you want to edit fields in by selecting Edit ...

Thanks.  It turns out that McAfee was blocking your scripts on that page.  Of course, it notified me of that fact with a nearly invisible icon, but once I knew it what to expect I figured it out.  Thanks for the assistance.  Tate

How do I increase the number of characters a field will accept?  I've changed the field size under the customize tab but it doesn't seem to make a difference what number is in there.  It remains at 25 characters.

Hi Tate, The Links contained within Method that open up the Report Designer are actually download links to install the program itself. The Blank Popup screen you are seeing is a download window, you should see a file called MethodReportDesigner.application being downloaded when the popup shows. To edit your reports in the Report Designer, you ...

The documentation only mentions XML.  Is it possible to get JSON from a web service?   I searched on Google and found you can get JSON from asmx web service, but it's not clear to me if MethodCRM has enabled this feature.

HI Jim, Is this just happening for one of your Customers, Or everyone except you? Its Possible if its just happening for a handful of your customers that they have Images blocked on their Email client.   Would you be able to forward me the email your customer cant see the image on? My Email is in my signature. Thanks ...

When I am editing a report and select "Open Report Designer" the pop up window goes blank.  I have tried this on multiple pages and report objects and it behaves the same way each time.  Is there a way to get this working? Thanks, Tate