Method Community

   Thanks Fran for the insightful response.        In summary, you can use Opportunities to track your pre-sales activities.  It allows you to add activities, estimates, invoices and any documents you have that relate to your pre-sales actions.  You then have everything in one spot so you can monitor how the ...

Hi Ryan, I did a quick test this morning in my own Method account, mimicing what you are trying to do with your cases and Contacts Portal.  I logged into my Contacts Portal as a test Customer, went to the Customer Service tab, then clicked the "Question" button.  I filled out all the necessary fields, after submitting my ...

Is there some sort mechanism to determine if a record in method has been updated?  ie Timestamp

Paul, I hear what you're saying, but I'm trying to look at this more creatively. I think there is a way to accomplish this with the current system by placing the files in the document library as invoices are generated from within Method then accessing the file externally by utilizing certain data made available in the document table by ...

Furrywombat -  The PDFs that are generated on the server are temporary files that get cleaned up within 48 hours.   What you really need for us to do is to create a new API call that allows you to generate a PDF on demand from the API, rather than just the UI within Method.  We don't have that on the roadmap, but I can add it ...

Not sure I can tell what your table structure is from the post. So I'll guess that you have many vendors, and many different event types, and you want to join them together so you have a many:many. So, iIf you have a setup like this: TableName: Vendor Fields:  RecordID FullName TableName: ...

David, I am reopening this thread due to new information as well as a significantly-improved knowledge of working with the API. I think I've figured out how we're going to accomplish this, but need some direction... here are my thoughts... Whenever an invoice (or any relevant document) is generated, we add an action to place the PDF ...

Hello V.Cameron, Thanks for this. I followed all steps, and I have noticed an increase in synchronization performance. After running the doctor, I also uninstalled QB and cleaned innocuous registry entries with CC Cleaner after reboot. Then, reinstalled fresh. Moved my QB file to a location on the same drive as the program itself and assigned a ...

Hi Paul! Thanks for the response. Maybe we're going about this the wrong way; if so, perhaps you could provide some guidance: I have a table which stores event roles, and we need to be able to add or delete vendors to rows in that table via the API. They're currently connected as linked ...

bsimmonds - you can put a button on a screen in Method that grabs the sessionID, using a Value From Session.  However, this is short-lived. When the user signs out, the sessionID will be invalid. Paul