Method Community

  Bob,  Are you by chance referring to using the advanced inventory features in QuickBooks 2012?  If so, these are not supported by Method at the current time.  In QuickBooks 2011, Intuit introduced the ability to have locations however they did not inform developers that the SDK was updated this past year to also support ...

Michael, I am just going to the customer's profile and clicking on the documents tab and then I click on a pdf icon. That's when I am redirected the an error page. I am not sure if any of the screens are customized or not. Even when I sign in and out the document is still not viewable. Jamie

JmeShu- Can you give me the steps you are taking to view the document? Are any of the screen customized? If you sign out and sign back in can you then see that customers document? -Michael

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 ...