Method Community

 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?

Looks like it's free for existing accounts then: here's a quote from that link: "Already have a QBMS merchant account? You can turn on Hosted PayPage processing for an existing merchant account.  There are no additional monthly service fees associated with this feature."

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 ...