Method Community

Hi, as mentioned above we need you to use the iFrame because the SSL certificate is owned by Method Integration.

Hi Adam, Thank you for your response!  Greatly appreciated! Here is the most recent error message: Method CRM - QuickBooks Online Sync Results Company Account CorrectToes Result Aborted Message An unknown error has occurred. Changes to QBO Changes to Method Our first conflict was a ...

You can put it in an iframe on your site. Here's an example from our site: https://www.lacrewsbsp.com/Home/CustomerPortalLogin

I have a grid that is based on the Invoice table.  How do I add a field from the Customers table to this grid? Thanks Jo

All tables above are Method tables Expanding further, I see the following QB/Method connections (from the QB) Customers table: CompanyName (QB Table) = CompanyName (Customer Table) = CompanyName (Contacts Table) Name (QB Table) = Company Name (Customer Table) + Name (Customer Table) = FullName ...

I'm looking for comfirmation of the following field linkagess so that when I clean up fields in the "Customer" table in QuickBooks, everything will translate properly in Method. It appears that the following structure is in place: Company Name (Customer Table) = Company Name (Contacts) FullName (Customer Table) = FullName ...

All, I have created a CNAME subdomian redirect for our customers User Portal. It is working great but the issue is that Secure Certs verify the domain name and in this case it does not match. Method requires and redirects any nonhttps requests for the User Portal which is great but are there any options for keeping our customers on our domain ...

Hi, I am not too clear on what you mean, could it be possible to explain what you mean by Customers with 4,5 and 6 lines of address?  A screen shot if that is possible.  

Mike - I see what you're asking now.  Sorry for the confusion.  You're correct, there no way to replicate our help file structure in Method.     - Adam

Thanks, yes. - I suppose it could be fudged that way. But there's no replication of the CRM Help file structure, right? Again, It'd be great to have a wiki-style hierarchy for internal company processes (not for Method help - but the same design).