Method Community

Hi hycari,, I've taken a look at the screen shot. Please let me know by contact me directly if you would like to have the work done through consulting. Keep in mind there's no clean way to get this on the transactions grid but we can display it on the screen for you.  

Thanks for the response and for the "heads up". But I had already edited the number, it wasn't a "real" number. I'm smarter than that :).   I will give this a try and let you know if it works. Thank you!!!

jnairn - First, I edited your post.  We don't want that number in a public forum :). Now, the reason you are seeing that is because of the type of field you chose.  An integer is too small to hold that value as a number (see http://en.wikipedia.org/wiki/Integer_overflow if you are interested). You'd be better off ...

Hi there,   When I set up additional contacts for my customers to login to my portal and submit tickets/cases they all see the main customer account balance.  Is there any way I can disable this feature for certian and/or all users?   -Scott

  I am a new user to Method and I am having trouble importing my contacts. I am getting the following error message: ERROR:Value '379xxxxxxx003', which you tried to insert into column 'AmexNumber1' of type Integer could not be interpreted as an Integer. AmexNumber1 is a custom field that I added to the customer screen. ...

 Hi! Is there a way for me to change the portal on my end? We'd like the methodintegration hidden or removed from the email. Thanks!

hycari, Bare with me as I'm about to simply our sync process and strip out everything but whats relevant to you and this post. You can refers back above to the response from Method_Paul for a bit more. In order for you to grab the changes to balance from your chart of accounts, all full sync should not be necessary but we've both ...

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 ...