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  • Re: Total Balance

    Hi nick_warren, You're comparing two different things. Total balance is from the customer table. It is not on the screen you are using. The field Balance is what we display. It is on the screen as 'Current Balance' Depending on your sync settings and whenever your last sync was, method may not have all the transactions listed ...
    Posted to Method:API Q&A (Forum) by Method_David on 08-16-2012
  • Deleted Template in Contact Portal

    Hello Method,   I messed up and tried uploading my company's logo to the template for the contact portals and ended up deleting the Username and Password template and the forgotten password template. Now when a customer signs up they recieve a blank email. How do I fix this. Thank you      
    Posted to Method:Classic General Q&A (Forum) by Goeckeaj on 08-16-2012
  • Re: Open ID Login Problem

    Ha. Thx. Not original...but still comical. Thx for the technical explanation, too. Sometimes (not THAT often) I miss those days of setting up servers, SSL certs, and handling all the software config stuff. Glad Rackspace worked it out quickly for everyone.
    Posted to Method:Classic General Q&A (Forum) by Blake C on 08-16-2012
  • Re: Open ID Login Problem

    Hi everyone - OpenID is up and running now.  That was stressful way to start a Thursday morning. I'm going to update everyone on what happened. NON-TECHNICAL answer - OpenID failed because Intuit and Google didn't recognise methodintegration.com anymore. TECHNICAL answer - In case you want to know that I'm not just throwing a ...
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 08-16-2012
  • Re: Error Message in Outlook from Plugin

    I will have him check that. Thank you!, Annette
  • Re: Open ID Login Problem

    Yep. I reported via Twitter (@MethodCRM) at 8:15AM CST. It's fixed now when checked at 9:10AM CST. They told me to check what server I was on: http://www.methodintegration.com/serverinfo.html
    Posted to Method:Classic General Q&A (Forum) by Blake C on 08-16-2012
  • Re: Open ID Login Problem

    We are having the same problem here.  As well as an error when we try to sync with intuit.  I also called support and left a message for them.
    Posted to Method:Classic General Q&A (Forum) by Skye on 08-16-2012
  • Open ID Login Problem

    I'm unable to login using open id from either intuit or google.  Regular login is working fine.
    Posted to Method:Classic General Q&A (Forum) by LaCrews on 08-16-2012
  • Re: API General Question

    Ok Dave – I figured out what the issue is but I have no idea how to fix it. 1)      I insert a Customer and Estimate through the API. 2)      I use DataSetV2 to retrieve the Estimate back. At this point, the estimate “Billing” information is empty – Fields: ...
    Posted to Method:API Q&A (Forum) by nick_warren on 08-16-2012
  • Total Balance

    Hi Guys, For some reason, when I query Method for a total balance, I’m getting a different result (and wrong) of the actual balance I see within Method. I believe a screenshot is worth a thousand words as they say - so please see attached two screenshots. One of the transactions screen for a certain customer and the other the XML result ...
    Posted to Method:API Q&A (Forum) by nick_warren on 08-16-2012
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