Method Community

Hi Mahlon, Many of our compatible payment gateways allow for the use of tokens. This allows the gateway to store the credit card information on their end, as they are PCI complaint and allows us to store a token used to access the stored credit card information from them on a repetitive basis. We do not need to be PCI compliant for this. This is ...

Hi Jonathan, I’m glad to hear that you were able to get this working. I’ll pass on some advice that a member of our professional services recently gave me; don’t use loops if you can avoid it. Loops are extremely inefficient compared to any other query / action. If you can replace a loop with a different action, do it. I hope ...

Hi Furrywombat, I had a look at our logs and I am seeing a large volume of calls to the MethodAPIActionSendToDesktopV2 endpoint using non-existent recordIDs which are resulting in exceptions to be retuned.  These calls are being made for the Sales Order, Invoice and Customer tables.  In some cases, I can see that the calls are ...

Hi Audisho, OK this one is sure tricky and I couldn't get it running. There are no set of action that already build to count how many leads or customer that a SalesRep already have? Thank you.

Hi Audisho, Thank you for the help, but I did a little bit different, Start Loop   Go to Leads   Stop Process End Loop Go to Customer But Both works! Thank you for the inspiration!

I am working on my first import file and would like to import the data with the sales rep in one of the import fields. I found the SalesRep field and noticed that right next to iit in the list are two likely related fields, SalesRep_RecordID and SalesRepRecordID. Method is integrated and syncing with our Quickbooks Desktop database. Can I ...

What is the plan for PCI compliance in the future for Method NEW? This is critical if you want to create systems for recurring payment.

Hi Ken, You will need to first export your data from Salesforce to a CSV file. I’m not too familiar with Salesforce, but it looks like you might be able to do this by generating a report. You will need to modify this file before importing it into Method, as the field names and data requirements will differ between Method and Salesforce. To ...

Hello,  DOes anyone know of a simple way that we could import all our cases and case activities from Salesforce into Methcrm.  Thank you  Ken 

Back in October we won Intuit's Hackathon with an app specifically designed for nonprofits in the US. We'd love for you to have a sneak peek at the app, and we want to give you the opportunity to take it for a spin—before we make it available to the public. If you're a nonprofit that: wants one central spot to ...