Method Community

Hi there, Welcome to the Method Forums! I would recommend you have a read through our API documenttation if you havent already, you can find this HERE If you have any specific Questions, I would ask that you post in our API Forums and one of our dedicated members can assist. The link to the API forum can be found HERE Thanks! Regards,

Hi Jason, In the scenario you are describing in might be best to put the action on the OnScreenLoad event on the screen level. You can do this by navigating to the Advanced settings in the top left  hand corner of the customize screen. Regards,

Hi Sarah, Yes! This is entirely possible in method. You need to add a linked field to the Customer Table on the table you are trying to associate the customer names with. For Example, Im going to  create a table named "Cars". As the name would suggest, I want this table to have a list of Cars contained in it. Every Car has a ...

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 should ...

Tried using the recommended approach and it does not populate the value on the screen if you're just viewing it, since nothing has changed. Since I placed the duplicate field where the original one was (in the Additional Info screen), I added the action to the Click event on the "Show additional info?" checkbox, and it works ...

Ah, OK. What if I 've set the field to read-only and the user can't change it? Is the Text Change event triggered only when a user changes the text, or will it trigger if it is populated by a script too?

Thanks! It was hiding from me!

Hi,  is there a possibility to batch edit Leads or Opportunities? 

Hi Jim, Ive created a support case for one of our reps to reach out and give you a hand. I also did some investigation on the error message and turned up this; https://support.microsoft.com/en-us/kb/934387 Would you be able to give these steps a try and see if that works for you? Thanks Jim. Regards,

Hello. I am trying to find a way to have Method automatically send an email to every customer. 8 months from the date they become a customer. I undertstand there is a way to do this manually, however, i am trying to see if this is an option that would work. For example- We create a new Customer/ order in Qbooks on Jan 8th 2016. . Qbooks synchs ...