Method Community

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 ...

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 ...