Method Community

Hi tmeyer, It looks like your Google Chrome is a bit out of date. Head over to Settings > About Google Chrome and it should prompt you to update. -Audisho

cleared still the same thing, just changing tabs causes it.  method classic works fine 1. windows 7 service pack 1.   apple computer works fine 2. Version 40.0.2214.45 3. doesnt appear to be no 4. not many, only consistant thing is method classic and new maybe one other 5. yes- same thing happens incognito 6. tyring

Hi Stephen, You can use Method’s Import / Export tool for importing data, but it only accepts CSV files. If GoCanvas.com allows you to export as a CSV great! Otherwise, you may be able to make use of some type of XML to CSV conversion tool. You’ll want to keep in mind that your sales orders and their line items are stored in 2 ...

Hi Mahlon, I don't see it. Am I missing something? -Audisho

I am trying to figure out how to import an xml file to populate sales order fields. GoCanvas.com fields can be exported to an xml file.  I want to import that to Method CRM and use the data to create new sales orders. I also want to attach the pictures from GoCanvas.com to the customer's document link.

Hi Jamie, Please see my reply to your other post here. -Audisho

Hi Jamie, In this case, I would still recommend performing some customization so that you can have an estimate appear as a sales order rather than physically creating a sales order. While there is a SalesOrder table available in Method already, inputting data into this table is not a good idea. Should Intuit at some point decide to include sales ...

New Contact at top of screen

Hi Mahlon, Where can I locate this GoToContact control? -Audisho

Hi Stephen, Much of what you listed here is already available in Method without the need to customize. If you haven’t done so already, I suggest you install the Field Services application, as you’re going to need this for work orders. If you’re not familiar with the work flow used within the field services app, we have several ...