Method Community

For those following this issue, Chris was able to resolve it.  The issue was that his webform was sending incorrect data to a dropdown field. - Adam

Hi Melissa, Is the operations person different than the assigned user?  Are they also Method users?   What I envision is a dropdown field you can select to assign an Operations person to the Opportunity (assuming they are different from the assigned user).  This will function much like the Assigned To dropdown does.  ...

Hello! I'm trying to add a field that assigns an operations person to an opportunity when it is created. I want this field to send an email notification to the operations person when they are assigned an opportunity. I have it programmed with: 1. Start Conditional Statement >> Value From Screen >> Operations >> Not ...

Yes i have been able to repeat the issue....i will email you the email i got on error.

Hi Chris, Are you able to replicate this yourself when testing it on your site?  Did you receive any email when the errors occurred? - Adam

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