Method Community

Inder, Could you walk me through your process flow? We do use RingCentral as you guys do. Thanks, Bob L.

Inder, Thanks for reaching out. We are all set now. Bob L.

Brian, I am looking to do something similar. I have considered an outside end point that interacts with the Method API. We use RingCentral as a phone system and may be able to use their CTI (softphone) product to trigger our search. Please share any progress. Ideally, we would be able to do something like many other CRM's do with the ...

Are the conflicts recorded to a data table? We also need to monitor a number of items and would like to do some reporting via your API. Thanks.

Devon, Came up with an intersting workaround to get direct page URL's in "New" Method. Added "ShortURL" field to data tables. (Estimate, Invoice, etc.) When saving an item (Estimate, Invoice, etc.) I am creating a ShortURL in a Save actionset. I only populate if the field is blank. This allows me to call a short URL, ...

Laks, Thanks for the response. WHY NOT BE EXPLICIT IN THE DOCUMENTAION? You reference the documenation in your response to my post as if to imply that the documentation makes some reference that I missed!  I KNOW THAT THE USER HAS TO BE LOGGED IN. This is not my issue at all and I didn't even mention that! My issue was that ...

DevonBondi, Thanks for chiming in. I am guessing that the API doesn't get enough use for them to justify putting the resources in. 

Are you kidding me??!! What is the point of the GetScreenURL function? Why is this like pulling teeth? Is this possible or not?  KILL YOUR DOCUMENTATION IF IT DOESN"T WORK!!!! I cannot express how frustrating it is that you have information out there that CANNOT possibly work.

Guys, I am trying to do a simple count of invoices within a "Customer" grid. Is it possible to create an output for each line in a grid that Counts the number of recordID's in a row where the Field.Customer_RecordID = Control.Customers.Record ID. I am able to create this in an expression, but I can't seem to find how ...

We are finding that the default padding int he Editable Grid is casuing some visual issues with the amount of "real estate" that we have on the page. We have a datepicker in one of the fields and it is often obscured. Is it possible to alter the CSS style in an editable grid to reduce the padding?  I did not see options within ...