Method Community

Can you please enable the MethodSupport user in your account (Customize>>>Users) and let me know the name of the Method account this is happening in. This seems simple enough for me to confirm and then create a support ticket if needed. The Name dropdown is built off the Entity table, the Customer:Job dropdown is built off the Customer ...

No probelm!  It's my pleasure to help out.  Here's some additional info... 1. Great.  Let me know how the Delete button works for you! 2. Since you're calling the individual records from different tables, let's say the CallReport table and the RMA table, each table has it's own unique RecordID that you can use ...

Laura, The process for adding sales rep info to the Quote report should be very similar to the steps taken above. The difference being you will want to add a linked field using the SalesRepRef. Keep in mind if you’re looking to expand the list of available fields from the SalesRep table, you have to add them there first by adding a linked field ...

Hi Nebo, First off, what is the end goal here for these relationships?  There may be a better route to take depending on what you are trying to achieve. Assuming you need a structure like this, I'd recommend creating another table to house both the customer and the county fields as dropdowns.  The county dropdown would be connected ...

Hi there,       How can I create relatzional tables in Method? I have a table counties (county subscription for our service is a product we sell) I want to relate this table to leads table with relation one to many (one lead could be interested in more then one county). I also need to make a combined field for ...

Hey David, To save you some time and make it easier for you, I can put in a request to reset your Method Account. This will wipe out all your data, including any custom fields, screens, or tables. If this is the route you would like to go please email me your Company Account name. - Ashur

They replied on Twitter apologizing for the inconvenience but it's really disturbing the API can be down for almost half a day w/out being fixed and it appeared to take my forum posts and a tweet for someone to address it. Is the API usage so infrequent that it can be down that long? Am I the only person using it for any sort of mission ...

Hi there Dave S, Thanks for the update! Taking a look into your account now - I can see where the disconnect is here. In the Contacts app - the Edit Enity and View Contact screens are based off 2 different tables, Entity(Customer/Lead/Vendor etc..) and Contact respectively. On the View Contact screen - where you are ...

this si the response of the SO insert <?xml version="1.0" encoding="WINDOWS-1252"?> <MethodAPI RecordID="4217" response="Success"/>   after the line items are added this is the reponse of the senttodesktop <?xml version="1.0" encoding="windows-1252" ...

Hey Scott, Manually moving each transaction, activity, opportunity, case and document is going to be time consuming as you have to go into each record and change the assigned customer to the your desired customer. I have attached some screenshots for you to follow along. Moving contacts will be difficult as you will have to use the export ...