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  • Re: Training Opportunities for Users with Small Budget

    Hi there. There's a few options available to you. 1) We have some free webinars on customization on this page: https://www.method.me/support/webinars/ You'll see 6 of them for "Customization" pre-recorded. Also, if you are using the "Classic" version of Method, there are help resources free ...
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 03-10-2018
  • Re: need help

    Hi SquadLeader - Need a little information to know what's been done so far, and what you're looking to acheive. 1) Are you a Method user, or are have you been hired as a consultant to make everything work together? 2) Regarding Method, have you already setup your account? If not, that would be a first step. Click Try it FREE at the ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 03-07-2018
  • Re: Date not properly stored in method.me table

    Hi whitebuck. Welcome to Method! Dates are stored in Method in UTC time (https://en.wikipedia.org/wiki/Coordinated_Universal_Time). The UI converts the UTC time to your local time when displaying, and converts local time to UTC when saving.  That way the time is accurate to the viewer regardless of where they are around the world. So, when ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 12-18-2017
  • Re: Lead import into MethodCRM using method API

    Hi Amit - To get you started, here's some info: 1. Yes, you can absolutely use the MethodAPI to import leads. 2. We have some documentation and general sample code here: https://www.method.me/api/   3. There may not be an exact example of importing a lead, but here's some start info: a) Use MethodAPIFieldListV2 ...
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 12-17-2017
  • Re: Leads not generating in Method

    Christina - While we get an answer for you, note that we have removed the contact details of your leads/customers from your post - as it wasn't clear whether that was fake information or real customer information. To be on the safe side, since this is a public forum, it is not best practice to put real customer info there - so I've ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 12-13-2017
  • Method Update - August 17, 2016

    The following updates are now live for users of Method. Features Confirm disconnection for users who disconnect QBO Sync & have Intuit Payments connected (PL-5848) Method now syncs with QBO Purchase Orders (PL-3247) General Transaction Screen Updates and Improvements (PL-6790, PL 6794, PL-6812) Ability to convert and Estimate to Invoice ...
    Posted to Release Notes (Weblog) by Method_Paul on 08-16-2016
  • Method Update - July 7th, 2016

    The following updates are now live for users of Method. Features Confirm disconnection for users who disconnect QBO Sync & have Intuit Payments connected (PL-5848) Fixes Drop down search results are not consistent on when searching large datasets (PL-5605) App Ribbon errors when screen has no active record ID (PL-5917) Activity ...
    Posted to Release Notes (Weblog) by Method_Paul on 07-05-2016
  • Method Update - May 26, 2016

    The following updates are now live for users of Method. Features QBDT History Per Transactions Preferences (PL-4221) Web Hooks for Add,Mod,Delete allow syncing from QBO to Method within 5 minutes (PL-5379) Method:API - Usage/Limits report (PL-5192) Ability to subscribe to Method in-product. (PL-4238) Drop Downs - Mobile Improvements II ...
    Posted to Release Notes (Weblog) by Method_Paul on 05-24-2016
  • Method Updates - May 19, 2016

    The following updates are now live for users of Method. Features Fix - Changes-Only Sync not getting modified on QBO with blank tax code (PL-5377) Fix - General Error on Syncing with QBO with blank tax code (PL-5754) Fix - Refresh tokens about to expire (PL-5506) Fix - Delete from Method not deleting record or conflict (PL-5645)
    Posted to Release Notes (Weblog) by Method_Paul on 05-19-2016
  • Method Updates - April 13, 2016

    The following updates are now live for users of Method. Features Improvements to runtime drop downs (PL-4250) Display and speed improvements to the Subscription page (PL-4524) Bugs Refetch is not working for Entity table for QBDT (PL-4948) A general error has occurred in QBO Sync (PL-4916) Duplicate payment methods in new QBO ...
    Posted to Release Notes (Weblog) by Method_Paul on 04-11-2016
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