Method Community

Have you tried "you rang" ? It's in the method app center. http://www.methodintegration.com/web-app-for-quickbooks.aspx?app=You+Rang+for+QB+Desktop&You-Rang-for-QuickBooks.html

Aaron This has to do with the way you are presenting the portal.  Currently,  you are presenting the portal as a iframe within a lightbox. For the customers to see this as https you'll need to use https for your site. The quickest way to solve this is to have the portal open in a new window rather than a lightbox.

rbsom - portals, by default are https, for the exact reason the users are complaining about. When you give them a link to sign into the portal, is that link https or http? Also, if you edit the portal under Customize > Portals, what option do you have set for Step 6? Paul

This pertains to another post but is a different subject. So I decided to post it here.  Mark and I fixed the method portal (error 2020) but now customers are complaining that they can no longer see the "HTTPS" in the address bar when they pay online. I believe this is because we recreated the credit card portals w/out the ...

Has anyone tried using Method with a hosted dialer application and having it display the customer when contacted?

Hi Anita - welcome! If this customer/file number field is truly related to customers you'll want to add a field to the customer table in order to hold this data. You can dot his from Customize>>>Tables / Fields and locate the Customer table. Once that's done, this field will be available on the New Leads screen and the New ...

Does anyone have a solution as to why I sometimes cannot view a document I have previously uploaded to a customer's profile? I get this error message - We were unable to resolve your request. Either the screen you are trying to access does not exist, or there was a problem with your request. Recommended actions: If the screen has ...

i cannot get the web leads form to load on my website.  does anyone have specific instructions for uploading sample form from google sites interface?  I tried saving as personl gaget but i am recieving syntax error on line 6. it appears to be bad table reference.  i am not an idiot but my coding days are long behind me. try to keep ...

 Hi, I am a new user and am trying to add a customer/file number to new leads/customers.  I copied the screens for customers (QB) and customers / leads (CRM) then dragged the account number field into the new screens but when I signed out, let the three fields update and signed back in, it still does not show the number field.  Do I ...

CF_Pro- Since in most cases Leads will become QB Customers, when you import a lead you have to ensure that you don't have a customer by that name already in Method. The error message is a bit misleading since if it is a lead it won't be sent to QB until it gets flipped to a customer. -Michael