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Hi Seny, We are currently investigating this issue and we will respond as soon as we will find a solution to this problem. Thank you, Victor
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Hi Seny, I am sorry to let you know that currently we are not supporting an insert or update of files into Method tables, through means of MethodAPI. Nevertheless, we are planning to implement this feature in the near future. In the mean time, you will need to omit the “File Attachment” column...
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Last year, I was super excited when we released version 1.0 of our Outlook plug-in tool . Now, less than a year later, I am thrilled to announce version 2.0 is officially open for public beta. Caution – please sit down if you’re not already, as you may experience higher than normal levels...
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Is there a way to import from excel new information to existing customers. The API that I am using will not let me import to an existing customer. I have created new fields in the customer table and have customize my customer screen. I now want to import from excell the new information to existing customers...
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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...
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Hi Robert, I’d like to first thank you for your feedback and for being vocal on the Method User Forums. We always welcome the feedback from our community and this helps Method to continue to mature and meet the needs of the community. Regarding the “ Sample Import Tool for Excel ”,...
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Hello, I am currently importing bills into QuickBooks using QBXML. We run payroll for our customers, query the data, convert to QBXML, and send to the customer for importing. I was told we could import bills into Method, and I am wondering if anyone has an example of one they have done. Any help would...
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Hi, I got the excel file used to upload a lead database into Method. The given columns are: Name First Name Last Name Is Lead Status Only In addition to these data, I also need: Company Street Apt City ZIP I have added these additional column and paste the data, however when I want to import the data...
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It's probably a UTC timing problem. Since the data is on a web server which can be accessed and updated by web browsers from throughout the world, all times are stored on the Method server in UTC, which at this time of year is 5 hours ahead for someone in an Eastern time zone, and 6 hours ahead for...
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We don't have the plan for .ics files in the immediate future, but we aren't far off having Outlook integration between Outlook calendars and Method Calendars, as well as Outlook emails to CRM activities and cases. :) iCal, if it is still needed, isn't that hard to pull off, though. In fact...
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