Method Community

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 ...

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 ...