Method Community

 Hi Jason L, Glad to hear you got it working. I've been trying to reproduce the error for the past 2 days without any luck. I was actually starting to write a post asking you to elaborate on how you set up your linked fields. Dave

I finally got this to work. I needed to add a linked field along with the drop down, then not pass any parameters to the insert call dealing with the linked field. I was counting on the dropdown to hold Table A's record ID, but I had to add an actual linked field to the record ID, and then it worked. Thanks for the help.

Curious, I couldn't get the change I was making to reflect when I logged into the portal. I attempted it several times over a few days without luck. However, after I saw your response, I made no changes, just tried logging in, and yes - I can see all open transactions now. Thanks.

The good news More and more companies are jumping on Method, and we're seeing a steady and consistent user base growth month after month. We don't do much advertising, so we can attribute most of this growth to word-of-mouth. So, THANK YOU for spreading the word and letting other small businesses know about Method! The bad ...

  @AutumnW There are no other settings to limit this function in the Contact Portal. I was able to modify a Contact portal to show more then 10 rows in a grid with multiple grids on the same screen that display the due transactions. As illustarted in the screenshot, I just increase the number of rows to be displayed. Please let me ...

This question came in via email from Wade... [quote]When viewing the transactions on an android device we are unable to view the transactions of a customer.  Online it shows us the amount and balance.  On the mobile version it shows the heading to be Amount but the column really reflects the balance.  Is there a way to see the ...

Hello, I customized the ContactsPortal_Home screen to increase the default rows showing in the transaction grid. By default it shows 5 rows, but I wanted to increase it so all due transactions will be visible right away, so I increased it to 100. The change was made & published on the grid in the screen, but when I log in, it isn't ...

emailed account name and no its just the cutomer portal its the ask question screen i believe.  

Aaron - we checked the logs, and there was an issue with exporting one of your QuickBooks custom fields that started with a number rather than a letter. We've resolved it, so you should be okay going forward. Paul

Hello Dave,   I was on the CUSTOMIZE | INTEGRATION TOOLS | Export a file. I had chosen to export all fields.  NOTE: I tried again: I unchecked all and then checked what I needed – it worked.   Thanks! AG