Method Community

Does Method currently support eChecks through an Intuit Merchant Services gateway? If so, could you please provide  some feedback on how to turn this on in the Contacts portal? I see the fields there and that it does check if a particular gateway is eCheck, but can't figure out much more than that.   Thanks!

@MikeB [quote user="MikeB"]To confirm, changing that value should be OK and not cause anything to go haywire?[/quote] No this will not cause Method to go haywire. The App Specific column represent the selected Acitivity Type can only be found in a specific application within Method.  Ex. Our "Work Order" activity is ...

 Thanks, but that's only 1/2 the issue. I discovered that "Meeting" is on the list, but the value in the "App Specific" column was "Yes". I assume that I change it to "No", as the only types shown in the drop-down for a New Activity have that "No" value. To confirm, changing that value ...

@MikeB - to add to what Chad just mentioned, our updates would never "delete" entries you have in your account.  That would just be bad news for all Method users.  You can always monitor the updates we do release by visiting our release notes area on the ...

@MikeB No the update did not affect this table. In your Method Account, go to Customize > Screens > CRM_ActivityTypeList, select View. Check to see if "Meeting" is still on the list. If not, you can always add it back in. I am not sure why this record was removed from your account. However, this is an easy way to resolve ...

  @AutumnW [quote user="AutumnW"]My real question is: How do the amounts from Estimates & Opportunities relate to each other, if at all? [/quote] Currently, there is no relationship between the amounts within the Opportunity and an Estimate of the same customer. [quote user="AutumnW"]Ideally, after I ...

Got it. Thx for the help

[quote user="Blake C"]The field I want my cursor to advance to is within my Grid.[/quote] In that case then you can't do it with the current action set - you can enter a value into a field on a grid but you can't change the focus of the cursor to a field in a grid. ~C

[quote user="andrea"]I have also tried to perform a full-sync and without fail during the checking invoices stage[/quote] Andrea, please email me directly at c.ridgway@methodintegration.com and I can help you work through this. ~C

Hi, A couple questions about Document Management vs. SmartVault. 1 - How much space is available when you use SmartVault.  I know that Method Doc Mgmt was just increased to 500 MB per user license.  Also -- when the maximum space available is used for all licensed users, does it slow things down in the Documents tab? 2 - If we are ...