Method Community

What is a "Webinar"? You're busy. So you are finding it hard to get enough time to sit down, and learn how to get the most out of Method. That's why you need a webinar! It's only 30 minutes long, and is the fastest way to learn about Method.  A webinar is a web-based presentation to a group of attendees. Simply ...

John, We've had multiple issues with Method's SSL certificate being verified by ColdFusion which is Java based.  The solution, multiple times per year, has been to re-import Method's SSL certificate into the Java trusted keystore.  After the Amazon move, this has been a bigger hassle.  I believe, yet have no proof, ...

Innovative, I am glad my last suggestions were helpful.  As of today, the answer is yes, even though you are sending your opted in addresses from Method, MailChimp will still send the request to your customers to be authorized with MailChimp.  The answer to your other question is no, if a customer opts out in MailChimp, this ...

Michael: I disagree on a couple of points - the primary one being your suggestion that the data 'crossover' was a display-only problem. The issue of whether the contacts were linked to the correct customers is a secondary one, and may well be a display problem. However, the primary issue was that the contact information - specifically ...

FYI to everyone.    THE API DOCUMENT IS NOT AN INSTRUCTION SHEET.   IT IS THE ACTUAL IMPORT DATASHEET. THE BUTTON ON THE FIRST PAGE IS THE ACTUAL VB THAT WORKS WITH MS WEB TOOLS TO EXPORT THE DATA FROM YOUR COMPUTER TO METHOD. THE LIST OF HEADERS ON PAGE 2 ARE THE DATA FIELDS YOUR DATA IS BEING MAPPED TO. STILL WAITING TO ...

Yes there are negatives on the Expense side. Basically they use the Bill to do Job Costing because we run their payroll. So they charge the accounts they need to based on a particular job's department and taxes. Then they withdraw the total amount from the bank account that pays those expenses. In this scenario, the bill will always total ...

Mike,  My screenshot said Do Not Import on RecordID on my earlier screenshot because I hadn't selected Update existing records by matching the key fields yet. Once you check this box you should be able to choose RecordID as a field to import to. My new screenshot below should be what it looks like before you ...

Many thanks Fran, really appreciate the feedback.  I've got test accounts set up so I'll try it both ways but will check field sizes for sure.   Thanks again, Mike

TogsTeam-  What is displaying in Resolve Conflicts for table SalesRep? QuickBooks shouldn't allow duplicates for SalesRep intial so there should be conflicts about duplicates.

Richard - Nothing would prevent you from creating a 3rd party application. That's why we created the Method API.  Your developer can create an app for your specific purposes and use the Method API to push data into Method as well as pull data into Method.  The Method API is very rich and used often.  In ...