Method Community

I am editing the 'Email' hidden button on the Contacts screen.  I edited the 'Create Short Method URL' to change the portal being used.  The 'Contact RecordID (optional):' field was empty when I opened the action.  I left it empty.  However, when I Save & Close, I receive ...

 I do not think that I have changed any links. All I have done is made copies and selected: do not add a tab link every time. Here are the steps I'm taking: Go to the Customize>Screens Select "View" for CRM_EditCustomer The screen opens, but all fields are blank, which seems to make sense because I'm only opening ...

[quote user="JKM@SA"]Is there a way to link a vendor bill to the job costing in a work order so that it doens't have to be manually entered again?[/quote] Not within stock Method but that's not to say you couldn't build a process to link a vendor bill to your work orders. ~C

In this case it sounds like you also changed the tab link for Invoices since my stock screen does not have this problem.  If you've made a copy and replaced the tab links, it'll replace it everywhere, including the GoTo links. ~C

[quote user="smohyee"]Is there a monthly charge to enable that Hosted PayPage service to process payments within Method?[/quote] I found this page on the Intuit forums.  It should give you the costs associated with the Hosted PayPage. ~C

 Actually, when I View the original stock Edit Customer screen (which I can't mess with, I can only view or copy), I can't do any "New Transaction". For example, when I select Invoice from the New Transaction button, I get: Could not run the 'Go To Tab Link' command, as there was a problem locating ...

I have a followup question you guys might know:  Is there a monthly charge to enable that Hosted PayPage service to process payments within Method? Before we only had the setting to process payments within Quickbooks, but when I enabled the "Process with Hosted PayPage" option, a warning came up suggesting that there may be a ...

[quote user="MikeB"]when I View the stock Customer Edit Screen and select New transaction/New Estimate, I get an error message about links.[/quote] It sounds like you made a copy of the screen and replaced the links - this would have broken the connection between screens. [quote user="MikeB"]Also, as a test, I logged an ...

Nevermind! There was a setting I needed to change. Here are instructions for others:   After logging into https://merchantcenter.intuit.com, from the homepage 1. Click the "Processing Information" link under the "Account" section 2. Turn on the option to "Process with Hosted PayPage" and submit the ...

When attempting to get a connection ticket via the link provided on the Payment Gateway setup screen, I got the following message from Intuit when I logged into my merchant account: "Your merchant service account is not set up to process payments through the software or website you are using. Please contact your software or web site ...