Method Community

As a potential method customer, i wanted to inquire and see what was the result of this ticket. was a solution ever found? Thanks Chris

My company was researching Method and it seems impressive. A significant portion of our team uses iPads. I understand from searching the forums and what youre saying on this thread that the best solution is to use the mobile login.  I assume this means that using other third party browsers besides Safari does not solve the issue in regular ...

[quote user="SWH"]I am having an issue when adding a new contact to new or existing customer.[/quote] Just a couple of questions, are you using a custom screen to add this contact?  How are you accessing the popup for the Add / Edit Contacts?  Are you able to duplicate this error using the stock screens? ~C

[quote user="Jurandir"]If there is no easy solution, may I cancel my account and subscribe a new trial version? [/quote] It might be quiker to do this if you just started using Method CRM and there is no data you need.  If you would like to cancel your account I can process that for you, can you please message me your company ...

Hi Chad - Answering your questions:  When you say the content has changed on the original CRMQBO_EditCustomer, how are you viewing the original page?  To view the original pages click on Customize > Screens and look through the list for CRMQBO_EditCustomer, when you see this page click view and you should be seeing an original ...

[quote user="Jurandir"]I hope you can understand my brazilian-english language.[/quote] Definitely, no problem at all. [quote user="Jurandir"]What I need is to import from somewhere the original screen - or even better if I can restore all the original structure.[/quote] Just so I understand what happened, you made a ...

We use the Intuit Merchant Services payment gateway in Quickbooks to process credit card orders. I've recently set up the gateway to work with Method, and insofar as the credit card is charged successfully, the gateway works.  However,  the default "Recieve Payment" screen diverges from the Quickbooks version once the ...

 I am having an issue when adding a new contact to new or existing customer. I fill in all the appropriate fields but when I try to save the contact, it gives me this error "Full name is a required field and is currently blank. Please close and re-open this pop-up to load the contacts Full Name". I have tried everything possible, ...

 Warren_nickus, Do the transactions show up in regular method? The api queries your method account, it does not query quickbooks. If the transactions are not in your method account then the api cannot return them. If the transactions do not show up in regular method. Take a look at your synchronization settings under ...

Hi. Thank you for your support. I was trying to change the screen CRMQBO-EditCustomer. As I had copied the screen and the changes did not worked, I deleted the CRMQBO-EditCustomer (2). When I tried to open the regular CRMQBO-EditCustomer the content was like the copy that I changed. What I need is to import from somewhere the original ...