Method Community

I have a screen with a grid on it that contains the values for a "Lead Status" dropdown box field that is in the Customer/Lead table. Values are in the Lead Status table and there are only 2 columns in the table: RecordID and LeadStatus.  I need to add further items to the list but it is impossible to do so. I can export the Lead ...

I am new to Method and I have been playing with some of the samples provided in order to get the lay of the land. When using any of the samples I get a 429 Error (ActiveX component can't create object) when trying to import to Method. I have done some debugging and it errors out on the line: Set objSclient = New SoapClient30 In my ...

Hi all, I am attempting to use the Method API for several potential development projects with an RDE which uses Java for connectivity.  I don't think I have a way to imbed VB or .NET code into these programs that I am aware of.  I have successully called other API's with this program using the embedded Java code ...

I recently imported an Excel spreadsheet full of both customers and leads.  I didn't realize I should have been importing them seperately in order to keep the leads out of QuickBooks.  I manually deleted all of the leads.  When I tried to reimport them as Customer Leads, I get an error telling me that the lead could not be ...

We're using the File Attachment data type, the Picture Object, and the Method Store to hold images, pdf files, and CAD drawings of our foundry tooling using the Item name as a key field.  For all of the Items we make we need to associate images of the parts, tooling, and pdf files of CAD drawings, and other image and file data.  We ...

I have read a few forums and watched a few videos but still having an issue importing LEADS from excel. I am using Method CRM and do not want to import these as customers.  I only need them to be LEADS as they are not actually customers yet...Can anyone assist in how I would go about this process? I am familiar with the Thank you for your ...

Hello all, I recently set up the payment gateway so that we could process credit cards without leaving Method. That seems to have gone well, but there is a small problem I need to resolve before I have my customer service team start using the gateway full-time. Our set up has payment methods set up for Mastercard and Discover that are denoted ...

We are running a web store that is linked to a shipping software. Sometimes we have bulk order that are manually entered into the shipping software. We were wondering if the following can be automated on Method's end. 1. We will enter the bulk order into Method as a sales invoice. 2. Customer pay using the method customer portal. 3. The ...

What is the easiest way to do a mass update to leads, opportunites, etc. I assumed that I could import an excel file with the information that I wasnt to update.  I tried to do that for my leads.  I created a file with FirstName and Name (the required fields) and 2 other columns for fields that I wanted to update.  Upon updating, ...

I recently hired a data entry person to manually change the sales rep for almost 300 customers (we normally due an import but there were special circumstances). After checking her work, I noticed that not a single change was made. I checked the audit trail (Method's) and each record said it was modified but clearly nothing had ...