Method Community

Hi techconnect, The reason that you can’t import into this field from the Contacts table is because this is a linked field. The field itself comes from the Entity table.   If you plan on using this field, you should know that because the relationship from Entity to Contacts is one to many, all contacts linked to the same entity ...

Hi, Does anyone know how to have a button which assign ticked account to specific sales rep? I want to create a specific table for managers where they have ability to check more than 1 account and assign to new sales rep. But I couldn't find the correct action after clicking a button. Does anyone has idea how to make this ...

I've been importing Contact data.  I noticed that Birthdate is a field in the Contact table but that it's not available in To Existing Field dropdown when importing or updating Contact records.  Is there a way of getting birthdate data into Method other than the user interface? Thanks, Mike

Audisho, Thanks very much - got it.  Appreciate the help! Mike

Hi eshep, Make sure that you are adding the appointment to the correct calendar in your Google calendar account. You can change the calendar by selecting the Edit Event >> on the desktop version of Google calendar. If you’re doing this from a mobile app, there should be a way to specify the calendar from within the app. The Method ...

Hi Zarko, The Customer table is actually just a view of the Entity table. This view only contains fields that pertain to customers and only displays records that have the EntityType “Customer”. When you add a custom field to the Customer table, you are actually adding it to the Entity table as well as the Customer view. If you ...

I set up Method activities calendar to sync with my Google Calendar. If I make the activity in Method it appears in my Google Calendar but if I make an event in Google it does not appear in my Method calendar. I know this is not the preferred way to use the calendar, I just want to make sure the two calendars are fully syned. 

Hi Clayton, I understand that you spoke with one of our support team members over the phone and they were able to resolve this issue with you. For future reference, the issue that you were having was that several of your sections had disappeared from the screen designer view of your custom screen. The sections could still be seen on the ...

Hi I added few custom fields to 'New Customer' screen ('Customer' table). I would like to make custom fields mandatory in entries form. I imported data from excel document (data we exported from NetSuite) to the table. In 'Table/Fields' I tried to edit fields for 'Customer' table, to make custom fields ...

Hi Gerald, Unfortunately, at this time we do no sync purchase orders with QuickBooks Online. There is a plan to develop this functionality in the future, but I cannot provide an ETA for when this will be complete. This means that for the time being, you will be unable to perform this customization for purchase orders in Method. Sorry for the ...