Method Community

Hi pdx971, When updating a case using the Edit Case screen, you can use the Save Case function on the Save button to save the case details without adding an activity. This will prevent a new entry in the Existing Case Dialog. Alternatively, if you are adding an activity without comments (and thus ...

Hi Stephen, As Mark has mentioned above, this is possible using the Method API! Things to keep in mind -  You may have to create custom fields within the Method tables to hold your custom data (that is - if the information does not already have a home). Using the Method API, you can push data from GoCanvas to ...

Hi Matt, Not at all, I was just asking so I could get a better idea of your workflow. I'm going to create a case for one of us to reach out and take a look at this over the phone. We'll be in touch. - Justin

Hi Alex, 3) There is one action set for each of these events, when you Update or Save it will run each of those action sets once. 5) There isn't a way to populate new, blank rows in a grid directly after they've been inserted. The user would have to interact with it somehow, and you could put some actions on ...

I need some way of correcting and/or being notified when the sync engine on our company QB computer is running but no longer connected. I can't have a couple days go by where transactions are queued up and not syncing to QuickBooks. Method Support >> Is there some sort of shell script I can run to poll the sync engine and direct it to ...

Hi, Quick question about Fields. I want to add the field "LeadRating" with a dropdown that allows me to access my LeadRating table (Cold, Warm, Hot are the only entries in that table), but there is no [ LeadRating with dropdown ] field available in my fields list when I'm editing a new screen.  The standard "Edit ...

Marco, Had you already changed the AsOfDate that day, perhaps earlier when you entered the day's ExchangeRate? Is it not syncing at all, or is it incorrect in some way? Let me know. - Justin

Justin, Thank you very much. Exchange Rate synchronized fine but not the As of Date Field.  Marco.

We are just starting to use method. The sync with quickbooks imported the "jobs" in as the "customer name". This has created a contact for each job we ever did with that customer.  It's a list of the same person again and again for every job.  I've watched many of the videos and I don't see any showing ...

Hello, We have students taking online training from around the world. Some students take our training for free, while others end up paying. For this reason, we do not want to put all students into our CRM as customers. That said, we may have the need to create either activities or cases for either non-paying or paying students. Our goal being ...