Method Community

Hi Grif, I am not sure I fully understand what you are trying to do, but I will attempt to answer your question.  There isn't really any customization you can do from within Method to have the customer go back to your site after they logout of your Customer Portal.  However, I did go to your website, and noticed that ...

We had an issue last week in which a credit card # was updated in the payment field of a customer (NOT A LEAD) and the # did not encrypt. After I copied and pasted the updated card #'s into QB, the numbers and processed, the card number became encrypted in Method. I changed the card to not compromise the client. The name of the customer ...

I have a portal which updates the customers profile. They enter from my website.  When customer saves changes to there profile I would like them to go back to go back o my website or not close my website when they enter the portal.  How would I accomplish?

My customers are getting this on my form....the form has been working on and off and i want to check in with you to make sure its not on my end.  FYI I moved to editing the form in Foxfire per my previous troubleshooting. Please let me know. Thanks,

This was posted in another thread, but I will answer it here as well in case anyone else has this question: Q: "Is this available for Quickbooks Online and Quickbooks Desktop Accounts?" A: It does not matter which version of Quickbooks you are using, so yes, this is open to any type of Method/Quickbooks account. - Ben

Hello Method Users, Our development team has been working hard over the last little while to bring PayPal Payment Integration to Method.  We are currently looking for some Beta Testers that would like to try out the PayPal Payment Integration within their Method Accounts.  This beta testing is available to any Method User ...

For anyone following this, we deteremined that there were duplicate entries in the Entity table.  If you are unable to use the fullname as the dropdown field, check for duplicates in the table field. - Adam

Chris, This is likely because you were trying to use the missing webform.  I sent you an email regarding that and I'll let you know when I hear more. - Adam

OK so i was working now i get this message uppon submit Server Error in '/MethodWebForms' Application. Runtime Error Description: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). ...

Ashur, great advice. I've replicated some of the formulas in the basic Web-To-Lead form and can confirm that my call-back and quote web forms are linking the activity to the contact and working perfectly. I have put together a Word document with the formulas and some screenshots if anyone is interested.