Method Community

I'm testing out the new version of Method and trying to set up certain screen views based on users/groups like I do in Method Classic. How do I give my Sales group users one particular screen and my office admin a different screen in the new version of Method? The Classic tab groups, tabs and screen view permissions allowed this...I just ...

I'm struggling to figure out how to create an invoice from an estimate.  According to the help section it should be as simple as clicking on the "Create Invoice" button.  Unfortunately I don't see the button.  We're using Quickbooks Online and the estimate that I'm trying to create an invoice from is ...

I would love to have availavle the Method tables for import into PowerBI... PowerBi can import all sorts of formats.... web url, files, databases or whatever for import.   Anyway to do this?   Do I need API to do? Would take Method reporting metrics to a whole new level.

Mark, Unles you have special import needs  I would integrate Magento to QB first...(I recll Magento having a connector).. then let the sync bring the transaction into Method.  If Magento connector is not appropiate, then you would need someone to w rite an API... OR have an export file, you can import into Method using ...

Marcelo, A thought...add a current date field to your screen - format so only shows year... Date Function...format date = yyyy save as shared result1 .    Then Character function action "join" .... 1/01/ to Result1... this will give you beginning of year.....save as shared result.   then do a character function ...

I can't log into Method using the Google Gadget because my Gmail address is different than my Method CRM login email. The Gadget wants to login to Method using the wrong login.  How can I tell the Gadget to point to my correct Method login?   Thanks.

Just an update for anyone following this thread ... We took this conversation offline from the forum and confirmed that there is a bug with the SendToDesktop action not initiating a sync.  I've created a bug for the dev team to investigate and correct this issue.  I will post back once a fix is ready. 

[quote] I wanted to chime in here since this already works on my end even with the Outlook plugin. I went into Method to send an email using one of our email templates, once the email was sent to the customer (my sample "Amy Smith" must hate me) I went back to Outlook and the email does appear in the sent items folder. Here's the ...

I want to export a report to Excel. I designed a pivot grid in Report Designer based on the Invoice table. The report displays fine. Some parameters: The report is on a custom screen and is generated as HTM onscreen The following filters apply to the report on the screen: Fullname contains "Main Account" TxnDate is between ...

this si the response of the SO insert <?xml version="1.0" encoding="WINDOWS-1252"?> <MethodAPI RecordID="4217" response="Success"/>   after the line items are added this is the reponse of the senttodesktop <?xml version="1.0" encoding="windows-1252" ...