Method:Classic General Q&A

New to report designer

Pelectric — Sun, 03 Aug 2025 13:47:25 GMT

I'm giving Method a free trial run to see if it really can do whatever I want it to do. Just started messing with the report designer. Watched a few youtube tutorials, but this learning curve is HUGE. Does method, or anyone else, offer hands-on training or a walkthrough via screenshare? Or paid? I'd gladly pay a one-time fee for someone to just customize my account if it can give me exactly what I want out of it.

Dashboard Screenlets - Metrics

Drabbies — Wed, 12 Mar 2025 23:52:54 GMT

I was wondering if it was possible to create our own and edit the existing screenlets for the dashboards. I am looking to create an executive dashboard and was hoping to create a "Total Sales" metric that would show how much our company did in sales for a day. Right now I am experimenting with graphs that have a single day metric, but it does not look as clean as a Screenlet - Metric.

Also, is there an "object" that i can use under the controls of a report that will also show a single stat?

Graphs are great, but sometimes, a single stat is a better metric on a dashboard or report.

Thanks

Drabert

Adding pre-filled rows to an editable grid

tcoysh — Fri, 07 Mar 2025 13:23:03 GMT

Hi,

Struggling to work this out. Saw this post from 2015, which imples an "Insert new row to grid" action, but that isn't showing for me.

I have a menu item, and want to insert a few prefilled options into my EstimateLineData grid based on which item was selected.

Thanks

Tim

Nice Examples of Method Online Forms on your Website

Eric Howard — Wed, 15 Jan 2025 17:10:46 GMT

To improve relations with our members and partners, I am looking for some nice examples of how Method users have integrated Method's online forms into their website.

Right now, we use WordPress and have links to three different Shopify forms for collecting membership payments and selling t-shirts and swag. It works, but it isn't great.

If you have integrated some Method forms into your website, please give me your Domaine Address so that I can see how you have customized things.

Many thanks -- www.discoverytrail.org

Eric

Map - Google Maps

hmsrpm — Tue, 16 Nov 2010 00:50:34 GMT

I would like to have a form to input zip code to zip code and generate a route map. I would then like to retrieve the total miles into a Method field. I have not been able to locate documentation on how to do this. Some help with this would be great.

Thanks

Heather Studer

RPM Transporter

Website Links

DODOM2 — Fri, 15 Nov 2013 16:50:43 GMT

Hi, We currently have a field in our inventory items that we copy and paste a link to our vendors website or to the item that its being added in. Is there any way we can make that external link a clickable link so we don't have to copy and paste to view the vendors site? Thanks - dustin

Pledge Tracking

lloy0076 — Wed, 15 May 2024 15:24:48 GMT

It appears that pledge tracking is not a built in feature; however the Method Team have suggested one could do very basic pledge tracking with a custom field.

We will be syncing from QuickBooks Desktop 2019 to Method; this works, and the donations are tracked correctly.

Has anyone already done this, or are there any online resources/guides for how to do it?

Option

james@360kbs.com — Sun, 10 Mar 2024 14:19:36 GMT

Would like to see options when signing into method, where you can choose what layout screen a user can pick.

Improvements

james@360kbs.com — Fri, 08 Mar 2024 21:47:48 GMT

Would like to see an update to the tag features when adding additional contacts.
Redundant to add existing tags to each contact. Should be able to tag one contact and have it mirror the other added contacts.

Would like to see a new method sidebar layout. Entering date month and time is cumbersome, maybe add a drop down menu to navigate information point and click.

emails not sending

Blake C — Wed, 14 Feb 2024 21:04:46 GMT

anyone else having problems sending emails using Google smtp inside method? ours have been silently failing for a couple days. I emailed Mehtod support about it but am curious if others are having an issue

Run Function using External Cron

Pedalo — Mon, 14 Nov 2022 20:05:36 GMT

Hi All,

I'm looking to run a function on a scheulde within Method. using an external cron.

I can see there are options to run a function behind the load event of a webform, but wanted something more stable off the back of an extenrnal scheduled job through the Method API.

From what I can see in the forum and the API documentation, it's only possible to update tables as a normal API is designed, so I have the following questions if anyone is able to help with their experience.

1 - Is it possible to fire a function from the API?

2 - If the answer to #1 is no, is anyone running functions in Method from an external cron?

3 - I've tried hitting a webform using wget and cURL but it doesn't trigger the 'on load' function that gets fired when it's loaded using a browser.

Before I configure Selenium, is there an easier (or more stable) route to take?

Thanks to anyone that can help

Sybase and PowerApps

syamala — Sun, 26 Jun 2022 16:09:30 GMT

I currently am trying to build a PowerApps that needs to connect to Sybase database. I do not see any connector for Sybase in PowerApps.

I'd like to ask for options on how I can connect to Sybase? I saw one option which is CData Connect Cloud which comes at a price. Aside from this, any suggestions would be greatly appreciated.

Thanks!

Method CRM Activities

james@360kbs.com — Sat, 28 May 2022 20:59:30 GMT

Method CRM doesn't save the activities or follow up information in the appropriate box fields.

Clicked save and back, and webpage freezes, has error codes.

Troubleshoot by clearing the browser cache (opera, firefox) and still does not resolve the issue.

Also, can't send multuple recipients or collaborates an activity, which is not feasible in our organization. Fix this issue please.

Doesn't offer any data enrichment services to best help maximize efficiency.

Can't say I'd recommend this to anyone.

Quickbooks database hosted in the cloud

handcrafted — Thu, 13 Jun 2013 14:29:04 GMT

Good morning,

since I do not want to go to the expense of recreating my method account to work with Quickbooks online , we are looking at using a third party hosting company that will host our Quickbooks database. So, my question is, how will this affect your sync engine running in the background? Is your sync engine capable of connecting to our data base in the cloud as long as I plug in the credentials?

Thanks

Bryan

Limitations: Intuit Quickbooks Online vs. Quickbooks Desktop for Windows

PerfectBrewServices — Mon, 22 Jul 2013 16:52:34 GMT

During our free hour consultation we were unable to address any of our questions about customization. Instead the hour was used for the tech to determine that just one of the issues we were having was due to a software limitation on the part of Intuit Online. Also, we were alerted during this call that Method's report generator is only compatible with windows, causing us to wonder if we needed to switch from a mac. Despite thoroughly reading forums and help center we were not aware of these issues until this call.

This left us need a list of *all* of the limitations for integration with Intuit Quickbooks Online and Quickbooks Desktop for Windows. Right now we are unsure of this software will fit our needs, this information is necessary before any more time is put into using Method CRM.

So far we know what is listed below, please reply with a complete list of all limitations.

Intuit Quickbooks Online:

- Pars and Quantity for Service Items cannot be viewed from the CRM

Quickbooks Desktop for Windows:

- Nothing of limitations

Windows:

- Report Generator is only compatible with windows

- What version of windows do we need to run this program?

Thank you for a speedy reply

Staff at Perfect Brew Services

Method.Classical work with latest QuickBooks online

alexhuang.tcs@gmail.com — Mon, 05 Apr 2021 19:27:46 GMT

we are using Method.Classic and QuickBooks Desktop, it works well.

Now, to upgrade the latest QuickBooks, we have choices to upgrade to QuickBooks online, just wondering if Method.Classic work with QuickBooks online? and any suggested steps to do this change? or any limits we need to know?

Thanks.

--Alex

Link/Webhook into Customer/Lead Search

ecoxotic — Thu, 07 Nov 2013 00:29:27 GMT

Is there some way to link directly to the customer search?

I'm looking for something like this...

https://www.methodintegration.com/method/search.aspx?phone=619-246-0492

What I want to do is give our sales team a quick way of finding contacts when they call in and I can generate the URL above replacing the value for phone number.

Thanks,

Brian

Report Designer, Failed to render some fields

alexhuang — Thu, 11 Jun 2020 03:48:12 GMT

Hi,

We just expericend an issue that the PDF report failed to render a field. Even if we delete the field, the pdf still not correct. Please help.

The report template name: IEM_Sales_Order(v4)

the error fields Company.Company.WebSite

the report designer, https://imgur.com/8SvXU4s

in the top-left corner, you can see the field [Company.CompanyWebSite]

in the pdf, the system does not replace it by the value, but still show the field name.

https://imgur.com/gYct7QB

and even if I delete [Company.CompanyWebSite] from the report designer, the pdf still show that field name.

It seems the report designer does not save the content correctly.

Please help. Thanks.

Single Sign On

Blake C — Wed, 17 Jun 2020 21:26:45 GMT

I'm having a lot of single sign on failures lately. I've disconnected account, cleared cookies/site settings, tried again. No dice. What gives? Is there another way to force sign on through another security server? Apparently the server I'm trying to auth through has an issue with my token (presuming that's how it works).

custom save actions not working & single sign on

Blake C — Tue, 09 Jun 2020 15:43:08 GMT

My custom save actions are not working and updating. Grid add/edit directly seems to be working but when calling 'save all sections' in a custom action when a grid is in add/edit mode neither the insert nor update works. It does nothing

SOAP Call to Azure Function

Blake C — Thu, 27 Jul 2017 20:41:01 GMT

Has anyone made any calls from Method using the 'Call Web Service' action that hits an Azure Function webhook? I just need to click a button in Method to kick off a service I have that runs in Azure.

Anyone doing this successfully?

access method.me in China

alexhuang — Tue, 17 Sep 2019 04:23:34 GMT

Hi,

Our clients cannot access method web app in China, however, the API access is fine. May I know if that is a known issue for method.me in China? Any way we could make it accesible in China?

Thanks.

Formatting a date in an email

botanica — Wed, 13 May 2020 20:04:52 GMT

Hello -

I would like to format the TxnDate of a sales order in an email template.

I've added two functions to my email button on my sales order screen.

A date function to format TxnDate and store in FTxnDate: https://imgur.com/XDXLVNY.png

And a character function to replace TxnDate within resultEmailBodyMerge with FTxnDate: https://imgur.com/mEXCjew.png

Do I then add the FTxnDate field to my email template? Can anyone give me any hints as to where I'm going wrong, please?

Method Native File Attachment Data Type vs. SmartVault

OKFoundry — Thu, 26 Mar 2020 15:14:45 GMT

We have been using Method CRM for our manufacturing business for 10 years, and for 10 years I've been trying to get the File Attachment data type to work. It has always been buggy and poorly designed, for example since inception it will allow duplicate filenames to be used which causes problems. Yes, I know each file has a relational key field, but the http and url resource requests do not like duplicate filenames.

There have always been occasional issues with attachments like 404 errors or images not displaying on screens, but in the last year when the file attachment fails to load the attachment is DELETED. The data is lost, destroyed, whatever. This is most often accompanied with the message “The value passed in the URL appears to have been altered. Please check the link that you used to access this page.”

I opened a case with Method Support and they called me and told me they were able to replicate the error on their end, but that they could not provide any support or a fix since I was using Method Classic and that I had customized my screens. Huh? I told them this was obviously a database error that was destroying user data and that not destroying data is a fundamental requirement of a database, but they said the only way to I could get help was to pay for customization services, but I could get an hour for free.

Okay, that has me pretty livid, but I tried to help them by suggesting that IF Native File Attachments were not fully supported and that Method software developers were not going to allocate any more resources to that feature, even though it was never coded corretly and even though they broke it when they implemented new code, and the bug was reproduced by the support team, that maybe my issue could be solved by using SmartVault instead. I am okay with knowing that native file attachment support is just iffy and that there is a recommendation to use SmartVault instead and that if I invest the time to implement SmartVault that it will be supported in the future. But, I could not even get that recommendation from the support team.

So, I'm putting it out there, again, here to the forum for help.

Does SmartVault work? Is it better than the native File Attachment data object?

All I want to do is attach an image or pdf file to our Items that can then be viewed when we lookup Items or printed on an report. This helps us identify our parts. I have many images and engineering drawings already attached, but many of these have beeen deleted by the bug. I am okay recreating all of this in SmartVault if it works.

James

Print Only Specific Line Item on Report

Geekoid — Fri, 10 Apr 2020 20:23:36 GMT

How can I print only one specific detail line item in a report? For example, I only want to print a chosen row in the ItemReceiptLine grid for an item receipt. I tried using the TxnLineID as a filter in the Generate Report action but that didn't work. I was able to test showing the TxnLineID saved as an action result from a loop through the grid in a message though.

Thanks,

Brett