Method Community

Good Morning,   I am having repeated issues with Google Calendar Sync.  It will work for bit, but then 2 out of my 4 users stop syncing.  The profile says something about the credentials.  We disconnect the google acct and it does disconnect, but we get another error message when saving and closing the profile, (though it ...

Is there any chance of adding Square as a payment gateway in the future? It's a great easy system to use in the field and is gaining in popularity. I've even seen the card readers being sold in a shoppers drug mart!  It would be great to use it within Method, if possible.

Hi Salamander, We are expecting a list of field names here, and do not accept additional SQL clauses such as 'DISTINCT'.  You can try using the the strGroupByClause to group your results by the field you are wanting to be DISTINCT in order to return a unique dataset, otherwise you will have to perform processing after ...

I was going with an Excel format because we will need to supply the mailing addresses to another company, and in the past we always sent them in either a text or Excel format. After export I would also need to be able to go through and do some sanity checking to weed out any addresses that are incomplete or impossible to mail to, so being able to ...

Hey, My first question would be, does it need to exported in spreadsheet format? Or can we use a Generate Report action to extract that data? - Mortaza

and ben just called us! he was very helpful and came up with a solution to our problem! thanks for all the hard work you guys do at Method:CRM! We really appreciate it!

I was hoping to get some advice on how to find and export customer information based on information in two related tables. On our Customer screen we have added a custom section that contains software registration information for each individual customer (serial number, version number, etc.). It is linked to the Customer table by the Customer ...

Hey GroGreen, These errors are tougher to troubleshoot over the Forums. I would start by doing the basic troubleshooting first: - Clear Cache/Cookies - Try in an Incognito window If you follow these steps and still are getting the same error, please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll be happy to ...

Hey Charles, Yes, it is possible, depending on the needs. It would require customization, if you would like to share your requirments we can work on putting something together. - Mortaza