Method Community

I see. So, even though I can certainly edit the SaleRep table in Method - I've done so repeatedly - I can't import any updates to it, I can only add records. The fact that I can add fields doesn't really get me anywhere, because I can't add data to those fields for existing records. And as far as SalesRep information is ...

Hi swm023, The following steps will help you to add additional data to the "Opportunity Stage Category" dropdown: Go to Customize>Integration Tools Click on the Go to Import/Export... link within the Import/Export section. In Import - Step 1: Import/Export menu, in "1. Choose to import or export:" select the option ...

Okay I have this working. I switched to using the MethodAPISelect_XMLV2 and that option was gone. I got my my XML format. it just needs to be cleaned up a bit since its not exactly XML, its HTML formatted to be xml. But for the ease in which I set up the Web Service Task, I'll take what I can get. 

Hi Mario, Each transaction is stored in its own table. Invoices are stored in the Invoice table, sales orders are stored in the SalesOrder table, estimates are stores in the Estimate table etc. Additionally, the line items for these transactions are stored in their own table since the transaction to line item relationship is one to many. There ...

Hey Diane, I customized my PO screen and went into the properties for the RecordID field. Once in the properties I could see that the field is in fact hidden by default. I switched it to not hidden and selected "Save & Close". Once the screen closed, I selected the PO I customized from my Screen List. I can now see the RecordID ...

So you’re all excited to use Method.  Perhaps you’ve added a couple of new fields, edited some of the existing screens and maybe even added a few new tables of your own.  Fantastic!  Your sales team gets their hands on Method and what’s the first thing they say to you?  How can I enter in this list of ...

I see what you mean, I neglected to mention that when I choose "To existing field" I get an error for that field unless there is a dropdown box as you can see to the far right of the first picture I posted. Sorry, the way I worded it before was not done well. The option does appear but unless the dropdown appears as well it doesn't ...

I am trying to figure out how to import an xml file to populate sales order fields. GoCanvas.com fields can be exported to an xml file.  I want to import that to Method CRM and use the data to create new sales orders. I also want to attach the pictures from GoCanvas.com to the customer's document link.

I have 320 customers that are in Method and Quickbooks which are listed on a spreadsheet after exporting them and working on them in a spreadsheet. I need to create an activity in Method for those 320 customers and it will be really time consuming to use List Builder to identify the 320 out of over 3600 customers currently in Method. Is there ...

We've been back & forth on this numerous times. Every time I try to update our item database using the IMPORT tool, the lack of speed is worsened by the fact that Method somehow creates a duplicate/ghost UnitOfMeasureSet entry, haphazardly, and for no apparent reason, for random products (in this case, so far about 763 of them -- last ...