Method Community

hycari, Ok, I know what's happening here, you're seeing 'on behalf of' on the emails when using the Method portals...specifically the automated "system emails".  One example, when a portal users registers for the portal for the first time. This makes sense and is normal. Those emails are actually sent ...

I wasn't necessarily happy but Im not going to get stressed over something I can't control. :-) I just know I need to get this created and up on our site so I can move on with many other custom things we want to do.  That time is probably about the time I noticed it messed up. Like I said it has happened before. I have noticed it ...

James - I checked into it.  You are right, there is a key line missing in the backend which checks to see if the ActualCompletedDate is empty first before setting a completed activity to the current date/time. I have changed this on your accounts manually (but keep in mind this can get reset if you edit the Activity table again).  If ...

Actually, I can process credit cards now. I have to use my Master admin account for Quickbooks but it works. It just doesn't work when I try to process (via the phone) customers' credit cards when logged in as one of my reps. As for our payment portal, it seemed to be working fine up until about a week or so ago (maybe a little more) when ...

Support, While testing some screen functions, I noticed that I can't back date Actual Completed Date on Activities or Work Orders. I had to edit the Work Order screens to show actual completed date.  In some cases, my crews are unable to complete work orders in the field so they will complete them at home.  The problem is that ...

hycari - For now, can you rename the tab link back to "Edit Customer"?  The name is hardcoded, so when you rename it, you need to go into all the actions that reference the tab link, and customize the changes.   You can do this, as many others have, but that's obviously a lot of work, and it really shouldn't be that ...

Out of interest, who is your provider?  And do you know if they support Authorize.NET Emulation (basically where other providers have the same API settings as Authorize.NET so that it is easy for developers to migrate).   We have another user asking right now for Authorize.NET Emulation. Paul  

There is a way....but it isn't as clean as you'd like. 1. Use the Create Short URL action to create a http://miurl.cc link for their portal.  You can either do this using Method actions (and store this URL with your own credentials in your current web site database), or dynamically using the Method API (you need to call our web ...

We use a processor and gateway that is not supported by MethodCRM current gateways, and I read somewhere you do not modify gateways which is fine. I am basically looking for a way that will allow me create a button on the portal screen that say "Pay" and the link is custom that carries the balance that needs to be paid. Any help in the ...

I would like to know if it is possible to use the iframe for the web portal on my own site and make it so the user signs into our site, then if possible allow us to pass authentication via iframe URL.  I want to avoid having my users login twice. TIA