Method Community

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

I am using PHP 5 SoapClient class to define a SOAP client pointing to the MethodAPI service. I do this with           $client = new SoapClient("https://www.methodintegration.com/MethodAPI/service.asmx?wsdl"); My first test is attempting to retreive a table list using MethodTableList.  ...

Don't you just love the tech finger pointing game! Trust me, we don't want you in the middle - but for security purposes, Intuit is going to require that they work with you directly on your account settings.  This is the first time we've seen this too, so we're short on answers and short on control. Has this ever worked ...

The rest of the steps matched and looked the same. I am also having upper tech support at QB look at this too. But right now I feel stuck in the middle.    Aaron

 Hi! Yeah, I'm sure the email settings are correct. No, I didn't get the verification email, not sure where it's actually sending it. For mail server, I control it, so it's not a setting on it. Thanks!

Thanks for the input Paul.  The customer's Lead Status was removed. It was marked as "Active Customer".  However, the waiting to sync was checked as well.  It looks like that resolved it.  Much thanks!

 Val, The syncing issue with IE9 is one piece. What about the changes only syncing not getting the account balance within the chart of accounts? Thanks!

mrjonboy - I checked with the developers.  In looking at the logs, there was an error on your webform at 11:13 PM, Eastern time, yesterday.  Did the same thing happen at that time?  I'll create a ticket for them to figure out what went wrong, and hopefully it is the cause for your form to not save properly.   (you're ...