Method Community

We're new to Method and just imported a lot of contacts.  In retrospect, we wish would have handled the migration a little differently...so I am wondering if there's a way to dump all contacts we've imported so we have an empty table, so we can start the import process all over again. Can anyone help? Thanks, Gregg

Hi! We're new to Method, we love the Gadget. But every time we use it to add a new activity, it opens a new tab of Method...so we end up with tons of open tabs in Chrome with Method open.  Is that how it's supposed to work? Or do we have a setting wrong? Many thanks! Gregg

The SalesRep table in Method has missing or incorrect data in it.  I cannot edit the table in Method and the data does not seem to be corrected through a changes-only or the scheduled full sync. Several records in the SalesRep table are missing data in the EntityType and SalesRepName fields.  In addition, the data is the ...

Chris, Thank you so much for your quick reply. I am not quite sure what your answer mean. We use the API insert function to the InventoryAdjumentLine Table and receive an error message: "Failure. The Table does not support delete." when we use the API call "MethodAPIActionSendToDesktopV2" to "save" the insertion. ...

Hi.  Best not to use that table. It is legacy from a warehouse app we discontinued. It will be retired over the long term, or be repurposed to work with QuickBooks Enhanced Inventory (no immediate plans for that).  Thanks! Chris

Paul, Thank you so much, problem solved. With Method API and spreadsheet we now can do so much more. Moving on to the next question. We created another problem that use the API to insert records to the InventoryAdjustmentLine table . When we tried to use the MethodAPIActionSendToDesktopV2 to close the insertion we got the error message ...

Works great.  Thanks.

Hi Brett, When you add an email to Method using the gadget, the body of the email should contain the email you received, and you can add your own message above. This can be seen on the screenshot above, the inbound email starts with "Add Email Subject..." in the body field, and I could add my reply above that line. Is this not the ...

Indr, Thanks for the reply.  As we are not a "customized" license, I am going to repurpose BillToAddressNote for "created by/timestamp" and ShipToAddressNote as "last updated by user/timestamp".   Rob

Hi retrotel, You should be able to clear the form by clicking on the More actions… button on the bottom of the screen, and then clicking Clear / New. This should work to clear all the fields on both the Sales Orders and Invoices screens. Hope this helps. - Justin