Method Community

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).

Thanks for the pointing that out Mark.  That's a great suggestion. - Adam

Can the "payment and info" tab located on customer screen be copied or linked to invoice screen (so can be seen in both places)?  That way when a customer calls in we can just take order and enter credit card details etc on invoice screen. I am wanting that actual tab if possible that way if update ...

Mike You might want to check out this video.  It pretty much explains how you can use solutions to create your internal wiki and more. http://www.youtube.com/watch?v=SfODAYrg6VE&feature=youtu.be&hd=1

I'd have to really dive into this to see if there's another way.  I'm glad you found a solution that worked for you.  :) - Adam

Mike, It would certainly be possible, but we don't have any plans to create a wiki.  We do plan to update our help centre to include many more articles to help our users better understand and use Method.  - Adam