Method Community

I entered about 50 Opportunities , but want to change the Opprtunity name and the Close date. 

Hello, My client has recently gotten set up with Method and they now need their website forms to talk to Method.  I'm using the popular Gravity Forms plugin on their WordPress site and would prefer to keep using it instead of the HTML that Method has provided.  Since the HTML provided is just a simple form, it seems like it ...

Thanks, Ben! That clears it up. Appreciated.

Hi FW The Transaction History is how far back Closed transactions will be accessible in Method. Using your Sales Order example, if you were to change the transaction history from (for example) All to 365 days, Any Sales Orders which have been invoiced or manually closed that are older that 365 days old will get archived. The transactions ...

We're trying to minimize the size of our Method database in an effort to speed things up a bit. After several years working with QB & Method, our QB file & Method DB have grown QUITE large. My question is related to this post made just moments ago in the general forum.  Based on the concept laid out in that post, my question ...

What does this mean: Maintain for the past X days? Is this audit trail transaction history, or transactions in general? Our file has grown to a very large size over the years, with a full synchronization taking up to 30 minutes at a time, and we're looking to make things more efficient.  For example, if I set the transaction history ...

Hi Alex, I would recommend that you first regenerate the table that this grid is displaying. You can do this by navigating to the Customize tab, and clicking on the Tables/Fields tab link. From here, scroll down to the Table in question and click on it. Without changing anything, press Finished Editing Fields and the table will be ...

Hi Martina, Yes! It is entirely possible to accomplish this through Customization. What exactly are you trying to do? There are multiple ways to achieve this. You will likely need to look into using the Loop Through Table action if you are wanting to edit every record in the table, or the Loop Through Grid action if you were looking to ...

Good to know! Thanks for your help.

Hi, I have a Grid, some column use SQL, and this Grid display all information correctly. When I tried to loop through this grid, I got error message: Action Sequence 1: There has been an error duing the action process. Action 1 is "Start Loop through Grid" (as shown in attached image link, it contains error message and ...