Method Community

Hi Nebo, Sorry for the late reply on this.  In order to load the Contact name, add another field to the table.  This will be a linked field from the Contact table using the Name field from the Contacts table.  Then, go into your Contact dropdown on the screen, edit it, and go to step 4 of 6. See the screen below: Notice that you ...

Hi Grif, In regards to your Method Customer Portal being Secure, we got you covered on this front.  If you look at your URL for your Contacts Portal, you should see the beginning starts with HTTPS, the "S" is the most important aspect of this abbreviation because it stands for secure.  From how I undetsand it, HTTP ...

Dodom, I did speak with Adam, and looking at your updated info here, I believe I understand what you are attempting to do, and what your issue is now.  Still, with this type of customization, I am limited in my suggestions here because I don't know exactly what actions you are using.  It sounds like the main issue here is when you ...

Hi Chris, Would it be able for you to either post or email me a screenshot showing your buttons before/after?  I did a quick example in my own account, but I don't believe I am able to reproduce the issue you are having.  In my test scenario I stacked a few buttons above and below 2 buttons I am going to hide/show. ...

The action that causes this change is showing and hiding the buttons, it seems as though as soon as i show hide the buttons then it wraps the buttons instead of stacks them.

I got involved in an issue concerning my website needing an SSL certificate and am understanding that helps protect customers personal information.  Then I thought the place most customer  personal information is stored in my Method Acct.  Does my method account have an SSL Certicate? Grif

Charles,  Unfortunately, I don't since I don't have Advanced Inventory on my QuickBooks account at this time, I really can't say for sure.  I'll see if I can find out for you. - Adam

Hi mpruet, I believe the Outlook Plug-in should work fine with Outlook 2013. If you are having issues installing it, feel free to call our support line at 1-888-925-6238 (dial 2 for support).  Jason

Matt - Thanks for hleping out. Ben, Matt is right, if you have Customer conflicts, this will prevent the use of the FullName field as it will no longer be unique.  If there are no conflicts, you may still have duplicates. To find them, I'd export the Entity table and include the Entity Type, FullName and RecordID fields. ...

Hi Chris, Unfortunately the "Set color for field object" action doesn't works for buttons, only fields and objects.  Your workaround with swapping buttons (hide/show) is likely the best way to go about this.  In regards to your other issue "keep this side-by-side other objects..." not sticking, are you able ...