Method Community

Hi Alex, We don't have an action for this, but you can use our Import / Export Tool to import data from a CSV file. Take a look at this Help Center article. You could give your users access to the API and the tables they need to use through it, and create a screen with a grid to show the information they're importing. Hope ...

I was just looking for some reccomendations/options for reading Method data in MS Access in order to use Access to generate custom queries and reports.  Altneratively, is there anything in Method Report Designer that  allows queries to be built?  That would actually be a preferable solution but in my work with Report Designer so far ...

Okay, now we have a serious problem. The ReceivePayment records are now NOT syncing to the desktop at all. Will someone please take a look at this? Previously, there was some kind of server misconfiguration preventing customers from being sent to the desktop. I'm guessing this is a similar issue. To be clear, the issue is no longer the need ...

Hi All, I read from previous post regarding "Transaction" table like: === The "Transaction" table is a special "combined" table in Method that merges together some of the key fields of all the transactions tables (like invoices, payments, sales receipts, etc.).  Unlike other tables, the Transaction table does ...

Thanks Chris for your response and we really appreciate your help since we're behind by quite a bit on this project already. Currently we're trying to nurture our customers through the sales process via our company website. We want to create "leads" based on a user's profile details in our Joomla site (who are not already ...

Hi Mahlon, We're looking into this, I'll keep you posted through this forum thread. - Justin

Hi industrialrobotix, Sorry for the late reply. One thing you can try is to copy your custom screen and select Replace links to an existing screen, choosing your old Estimates screen. If that doesn't work, call in to our support line at 1.888.925.6238 x.2 and we'll be happy to take a look with you. Hope this helps! - ...

HI. Sorry for the delayed response.  I need a bit more information on what you are trying to accomplish. Are you trying to create a customer or another user or another method account?  Feel free to PM if you need to.  Thanks Chris 

Hi, is there any action in Method that can take a file (import from users) then parse it to get the content? I have a case that users would like to import data from excel file, then put it in a grid. Is there any action that can import file and any parse function or file I/O functin? thanks. -- Alex

Hi Kenneth, I've put in a few feature requests, one for a "More Apps" function on the Dashboard and the other for the ability to be able to control the "show more" function on the left nav pane. I'll keep you updated through this post. In terms of Work Orders, they're ...