Method Community

Hello, I have a question regarding your programs ability to push data out. We are looking at an warehouse managmenet system, 3PL Central and have been asked if your system has ability to push data out. Would it be able to push an order's details (items, quantity, location) out to this warehouse management system? Thank you Edward

For my company, an estimate is the same thing as an opportunity.  I would like to streamline the process by adding a "convert to opportunity" tab on the estimates screen.  I would like for everytime we fill out an estimate, for there to be a tab that allows us to convert that estimate into an opportunity.  The current way ...

I need to insert a "Title" field underneath the main "contact" on the customer and leads screens.  I know you can click on the contact below and edit it and add the title but I would like for my sales people to be able to add the main contacts Title on the main screen.

Hey Meghan, We can definitely keep track of the 'Customer Number' within Method, but to get that information to transfer over into Method you would need to create some sort of tool using our API to pull that data (and if that is if Authorize.net API allows for that). -- Mortaza

Hey Mahlon, I was able to replicate this error. I have created a ticket for our development team and will send another update when I hear back from the team. -- Mortaza

Hey Mahlon, With our recent release: "Fixed Issue preventing required fields to be displayed in the Insert Record into Table action (Ticket AS-1250, AS-1251)"  This has now been updated. Please take another look when you get a chance. -- Mortaza

Hey Mahlon,  As per the release log, (Added ability to retrieve the month as a number to the Date Function (Ticket AS-974)) this has been updated.  -- Mortaza

I tried add a simple loop through table on the Screes.ActiveRecordChange event of a custom screen. I got this error.

Update: This is still an issue after Oct 5th release

Is there any work-around or way to customize Method to track a Customer ID Number which will work with Authorize.net? The lack of a customer ID number is very tough for us because our clients are families with children.  The parents often have different last names than each other or the child.  So when we sell a product for a child, we ...