Method Community

  @AutumnW Great question. We here, at Method, always try to see if any new changes will affect existing screens and customization. However, there is always a chance that future updates might produce issues with customized screens. How we deal with those cases, is to determine if the stock screen (out of the box) has the same problem. If it ...

For a test,    Go to the Leads tab > Leads and Contacts list Click Go To... on any lead Scoll down to the section tabs and click Transactions Click New Transaction... then click Estimate. If none of thse pages were modified or copied then you should have no errors throughout the steps above.  At some point you must ...

Hello, Can you please provide me with step by step information on how to encrypt and decrypt data. I want the credit card information to be encrypted when the data is entered into method and want it to show as encrypted when data entry workers/ sales reps/ etc users are viewing customer information. And I want it decrypted when Administrators are ...

@Arnie & @Viret - Thank you for finding this. You are correct, this field should be optional for portals.  It is only required for Email opt-outs (a new feature which BTW is pretty cool - read about it here http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=165). While it is not required, it is still beneficial ...

I have exactly the same problem

Hi, I'm not sure if this is my problem or not but have noticed recently that accounts that I've had for quite a while have lost their credit card numbers ... it is possibly a fluke and I've done very little investigation to see how widespread it is but thought I'd ask. Is there a known issue with regards to credit card ...

Hi all. I know that for individual fields placed on the screen, we have some control over the format of display, eg the number of decimal places for currency values.  Can I modify the display format of grid values? For example, the "Quantity" column of my Item grid displays with two decimal places ("4.00"), and I'd ...

Thank you, although it doesn't seem there are any prompt screens showing the status of the payment transaction (i.e. Processing, Successful, etc). What is the relationship between the Method Payment Screen, the 3rd Party Merchant Service, and the Method Portal? Is it some sort of hidden re-direct that processes the payment? Since you ...

I am trying to write an estimate for a service items for my company. The inventory items appear on the estimate without any problems but when I try to put a service item into the estimate it appears on the Method screen but nothing appears on the print preview.   Any suggestions.

 I need to correct a statement in the previous post.  Opening the action later in the day revealed that the changes I was trying to make did not save. If the Contact ID is truly optional, why is Method requiring it?