Method Community

Hi Jonathan, You can create and customize additional portals from the Portals screen located under the Customize tab so this is certainly possible. You’ll want to read up on our portal pricing before setting this up. Depending on how often your sales reps will be using Method, it might make more sense to simply add them as Method users ...

Dear Method, Does Method support personalized portal for our sales user? Usually our sales login via signin.method.me, I would like to make more personalized portal like the one we could use for Customer, Vendor, and Contact. Is this available too for our internal sales rep? Thank you.

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Hi Mario, Sorry for the delayed response. It took me some time to verify all of the information. We prefer to call it Method Classic (M:C). Method Old just doesn’t quite have the same ring to it. Nevertheless, thanks for the feedback. I will address each point individually as you did. 1) I agree that it is often difficult to tell if a ...

Hi Raghuveer, I have several follow up questions for you: Are you trying to create Customer or Customer Lead records via the API? Within your alternate account, is the Lead Tab customized, or a default Method screen? If you are trying to create Customer Lead records using the API, you will need to include an additional field when ...

Hi Alex, In this case, yes, you will see better performance from the method action. The variance in processing time between the Method action set and API version of your example is due to the fact the API requires you to make a separate server call for each insert.  The Method action set is faster in this case because the entire ...

Hello Alex, There was a configuration issue in our network causing our load balancer to over-allocate traffic to high-use servers. Users who were directed to the high-use servers would have experienced performance issues. Once the configuration issue was detected and fixed, the load balancer was able to share the traffic to all servers ...

Hi, That is not feasible. Those valeus are RecordID which my end users never know and should not know. To break it to two steps will cause me to find a way to store them somewhere since Method has no array and seems too much side-effect to make it. Please try to solve this bug as quick as possible.  -- Alex

Feedback: Overall, I like the new look and functionality.  It does take some getting used to if you are comfortable with Method:Old.  I'm not sure it has all of the functionality that is available in M:O, but that may be by design. Questions/Suggestions: 1) It would be nice to have the cursor/pointer start spinning, or something, ...

Hi Alex, Unfortunately, this sort of automation isn’t possible in Method. The most you can do is break this into 2 manual processes instead of 1. On the second, do something like check to see if the line has a TxnLineID and display a message indicating that the line must be posted before entering a value into the custom field if it does ...