Method Community

Hi Connie, Can you confirm that it is indeed you assigned to the leads that you are unable to view from your own Method Login?  You can do this by first locating one of these leads using the "Shared Contacts" filter, then click the "Go to" link beside the leads name.  If you scroll down the new (edit lead) ...

Hi, We have added the functionality of making eCheck payments thru the customer portal.  Method sends the information over to Quick Books and the payments are recorded individually as they come in. However, when the payments hit our bank account, they are grouped together as one deposit.  Clearly Electra Cash has control over that ...

None of my leads populate unless I choose one of the shared options from drop down filter. 

Thank you Adam! Spot on as usual, worked like a charm!!!

@Paul- What about the opposite? (Check left check box) Is there an action within Method to set a checkbox as active while looping through a grid?  (ie: Loop through grid and check all rows with criteria=X) Thanks, Dylan Hanna

Hi Scott, Just so I understand correctly, you have two customers in Method but only one in QuickBooks?  Could you click on the gear in the bottom right corner of the Customer and Contacts List grid and click the checkbox next to the Entity RecordID field and update? If the recordID for the once customer is different from the other, check ...

Hi Chris, Could you try this again?  We've just deployed a fix and this should be working now.  Please let me know if you are still having issues. Thanks, - Adam

I have a customer that somehow became split. Both customer identities have customer and contact information but one has all transaction history and the other has all activity history and scheduled activities. How do I combine these two back into 1?   I checked QB and only 1 identity exists for this customer.

Hi Ben,  I have a few suggestions for you: Regenerate all of the tables the are associated with the form. To do so, go to Customize>Tables/Fields and click on Edit Fields... and then Finished Editing Fields for each table.  Go through the steps on the web form in Method and click Finish at ...

Sorry for the delay in response.  I have radio buttons on my invoice that the user can select from and the radio buttons that are selected make up a unique item code.  Mobily this makes more senses instead of having to slect from a long list or seach for the words exactly.  I have the radio buttons waterfall action as well so it is ...