Method Community

Hi InstaDRY, I don't quite understand what you're asking. What are you trying to get to work for the Employees screen, and what isn't sticking? Let me know. - Justin

Hi Cameron, Take a look at this forum post to see how to use Call Another Action Set. You won't be able to use this for what you're trying to do however, since you can only call an action set within the same screen. What you can do is copy the action list from another screen. You'll have to do some reconfiguration on each action ...

GOAL Enhance the CustomerPortal_Home -> DueTransactions grid to include the Invoice->PONumber and restrict viewing to only records related to the current logged in user.     Invoice (RefNumber) | PONumber | Amount | Due Date | IsPaid I then need to make one more screen (grid)...      Invoice (RefNumber) | ...

I am trying to setup SmartVault with Method CRM. I have established a SmartVault account and performed the Method integration setup. They are talking. When I try to add a document to an existing customer, following the exact steps found on the CRM help section, I recevie the following error: "The Document no longer exists in SmartVault. It ...

Hi wildliferemoval, I'm going to create a support case for this, one of us will reach out over the phone and take a look at this issue with you.  - Justin

StickerBrad, Yes you should still be able to convert a lead to a customer by updating the lead status to false. You need to use MethodAPIUpdateV2 to set IsLeadStatusOnly to false where the RecordID matches the lead you want to convert into a customer. Here’s some sample c# code that does this:         ...

Im not sure how this happened, but I have a customer listed under method but not in quickbooks. when I try to open the customers file in method in the customer contact list I get this error. How do I delete this ghost file from showing up in method. Also, I have noticed with a few  current customers, I can see their file in the ...

Hi Sergio, That is correct. - Justin

How can I create an Action Set that I can reuse on any screen via the "Call Another Action Set"? I am putting Send Email actions on Save Buttons on several screen and I am building the email using an Action Result and Character Functions. I want to be able to put all of that in an Action Set (or something reusable) so I ...

Hi Sergio, May I ask why you don't want to set them up as a user? If paying for an extra license is your concern, just make sure that the User can sign-in (paid license) checkbox is unchecked when creating the user. This will ensure that the cost of your subscription does not increase. Let me know if that works for you. - Justin