Method Community



January 2010 - Posts

  • Community Webinar 22: Method Field Services: Level 2

    On January 20 @ 1:00pm EST, Valbon Shabani will continue with the next instalment of Method Field Services level 2. This level 2 webinar will demonstrate the use of the work order waiting list, going further into details and cost, equipment and other options that surround the work order.

    Space is limited.
    Reserve your Webinar seat now at:

    Title:         Community Webinar 22: Method Field Services: Level 2
    Date:        Wednesday, January 20, 2010
    Time:        1:00 PM - 1:30 PM EST

    After registering you will receive a confirmation email containing information about joining the Webinar.

    System Requirements
    PC-based attendees
    Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista

    Macintosh®-based attendees
    Required: Mac OS® X 10.4 (Tiger®) or newer

    Danny Do Couto
    Method Integration

  • Geek Corner: Importing using Excel API Tool

    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 potential customers?  You could ask them to type each of the leads in, but that might not go over too well if we are talking about 100 leads. Tongue Tied  Your first instinct might be to browse around in Method and try and look for a way to do this, but I’ll save you some time and tell you there isn’t an easy way to do this.  Fear not though.  There is hope!

    One of the very first things the Method Team released for the developer community was an API for Method.  This enables us and 3rd party developers to create tools that work with Method, outside of Method’s world.  To help developers get started, the developer geeks at Method created sample applications to assist with using the Method API.  One of these sample apps is an Excel import tool.  This tool uses the Method API to import records right into Method using Excel.  The video below was recorded by our very own Ryan Bell and covers how to use this sample tool, basic troubleshooting and some pretty import recommendations for using the tool. 

    To watch the video, click here.

    What to expect from this tool now?

    The Method API Sample Excel Import tool serves its intended purpose of being a great example for developers to build on.  It’s important to remember this was never intended for end users to use and isn’t the most user friendly experience.  It does however, provide a way for users to get the information they need into Method rather than typing it in or creating their own import tool for Method.

    What to expect from Method in the future?

    We have full intentions to release a tool for end users and not for developer geeks.  When?  I don’t have an exact date for you, but it is in the developer queue and we do listen to feedback, so this is coming. 

    Enjoy the video and hope it helps to save everyone some time.

    Danny Do Couto
    Method Integration

  • Community Webinar 21: Method Warehouse: Level 2

    On January 13 @ 1:00pm EST, Ryan will be taking a 2nd look at Method Warehouse. We will be looking at some more advanced features of Method Warehouse. We will be covering how to setup the MRP Calculator, as well as how to use the locations section of warehouse.

    Space is limited.
    Reserve your Webinar seat now at:

    Title:         Community Webinar 21: Method Warehouse: Level 2
    Date:        Wednesday, January 13, 2010
    Time:        1:00 PM - 1:30 PM EST

    After registering you will receive a confirmation email containing information about joining the Webinar.

    System Requirements
    PC-based attendees
    Required: Windows® 2000, XP Home, XP Pro, 2003 Server, Vista

    Macintosh®-based attendees
    Required: Mac OS® X 10.4 (Tiger®) or newer

    Danny Do Couto
    Method Integration

  • A new year bring new features to Method, including Method Mobile!

    Last week we released a big new update to Method platform, so in keeping with tradition, I get to put my "geek hat" on and announce some of the goodies.

    Of the many new features, here are some highlights:

    1. "Add New" event added to dropdown fields

    We added a new event to dropdown fields called "Add New".  When you are designing and customizing your screens you can edit your dropdown lists, go to step 2, and choose the "Add New" event.  When you add actions here, such as showing a popup screen, the "<Add New>" will appear as the first option in your dropdowns when you publish.

    Why is this important?  We had the "Button Click" event before, which added the "..." button to dropdowns, but it isn't always obvious to your staff to click on the "..." to add new entries.  Also, this gives you an extra set of actions if you want to use the "Add New" event for adding new entries, and using the "Button Click" event for doing something else, such as automating data entry on the screen.

    You'll start to see dropdowns with the "Add New" event gradually making their way into standard screens shortly as we push out new updates, but it is a feature available now on your own customizations.

    2. No longer having to click Update on grids

    The "Save" and "Save & New" buttons just got a lot smarter!  Now they check to see if you have a grid that is currently being edited, and if so, they click the "Update" link on the grid for you.  What does this mean?  Well, for example, imagine you are creating an Invoice in Method.  Previously you would have to choose a customer, add the line items, click Update on the grid, and then click Save & New.  Now data entry is a lot more convenient and lot more like it is in QuickBooks, since you no longer have to click Update on the grid in order to save the Invoice, you can just add the line items and then click Save & New directly.

    3. "SQL Override" for grid columns (very advanced)

    This is not for newbies!  But it is super powerful, and something we have started to use on customization jobs and in Method Mobile. 

    When we were developing Method Mobile, we saw the need to have more than one field in the same grid column, so that the screen could stretch vertically on a mobile phone.  At the same time we were getting requests on our customiztions jobs such as "I want to be able to look at all my customers and have a column in a grid that shows me total dollars spent on invoices" and "I want to look at all my opportunities and see who has only had a single phone call".  We couldn't do that with our grids before, at least not cleanly, so we created a way to actually override what goes in a grid column with either a summary or count from other related tables, or to just free hand type field names so that multiple fields could be combined together.


    4. Method Mobile beta begins with Method Field Services

    Finally, we're ready for everyone to test out Method Mobile!  We're starting it off for users of Method Field Services, which you can import for free from Customize > My Account if you are a Method Full Blown user.


    Windows Mobile - Right now we have it tested and working on Windows Mobile 6.0, Windows Mobile 6.1 and Windows Mobile 6.5 browsers (Professional only, not Classic).   WM 5.0 browsers are a no-go.

    Safari (iPhone).  We haven't focused here yet.  Windows Mobile was the target for this first phase, and we'll be worrying about Safari starting next week (it really should take hardly any time now that we have Windows Mobile done, since Safari is a far superior browser).

    Blackberry & Android - We haven't done any work optimizing for Blackberry or Android (yet).


    Simply go to on your mobile device and log in as you would normally.  It will show you all the mobile-optimized screens.  In your account, assuming you have Method Field Services installed, you should see we have pushed in 3 mobile-optimized screens:

    "Work Orders" (FieldServiceMOB_WorkOrders)

    "Customers" (FieldServiceMOB_Customers)

    "TimeSheet" (FieldServiceMOB_TimeSheet)

    Note: logging in via a mobile device means that you are still logging into Method.  So it will log you out of regular Method since you can't be logged in twice with the same User Name.


    Like all other Method screens, you can make your very own mobile app using Method!  You can modify the existing screens we have provided, or create your own from scratch.

    To create your own from scratch:

    1. Under Customize > Screens, create your own screen like you normally would.

    2. Click Advanced in the designer screen.

    3. Place a checkbox in "Optimize for Windows Mobile device.".

    4. Click Finish.

    5. Design your screen and click Publish.  Your screen is only viewable via the mobile.aspx login (listed above).  It will not show up in regular Method.


    Some best practices for designing.

    A. Small screens are much faster than big screens, so limit how much you put on them.

    B. Use tabs instead of regular sections to prevent unnecessary grid loading.  Grid loading can slow screens down considerably.

    C. Design with up to 2 columns wide.

    D. Put fields up and down instead of left and right.

    E. Limit how many columns you put into grids.  You can always have hidden columns that you show when you really need them.

    This is just the start of the Method Mobile beta, so please give lots of feedback on the forum.  If you have any problems, please make sure you tell us exactly what device you are using and the browser version you are using, as there is a wide range of mobile browsers.


    There are also many standard CRM features coming out during January that we have planned.  Danny will be letting you know about them as they come out.

    Happy new year,