Method Community

Hi Marling Imaging, I just wanted to add some additional information to my post response. If you go to Step 6 of 7: Customize Page Header within the Create a new portal wizard, and you select the option My own a header, you have the option of selecting the HTML tab within the editor that appears, where you will need to provide the HTML so ...

Hi viret56, I was able to duplicate this error and creating an internal ticket for our team to look into it and will update the forum post once I have more information on this issue.  Ronen

Hi Marlin Imaging, The only reports that we have available out of the box for Method is the "Lead Reports". You can get CRM information into an Excel format by retrieving information from the "Audit Trail"  and through our "Import/Export tool". It doesn't display in a pre-designed report format, but the ...

Hi Marlin Imaging, The logo that you have set up within Method can't be centered on top of the e-mail sign in page to your portal but you can add in a logo to your Method account that is a maximum of 48 pixels in hight and 400 pixels in width.  I hope that this helps.  Ronen

Mark, Thank you for the reply.   It occurs to me that the inactive payment methods should be hidden by default.  I wonder if Method would be willing to make this change. -Matt    

Hi Marlin Imaging, Are you looking to have your client directed to the "Home" tab link after they sign into the portal instead of the "Recent Transactions" tab link? Ronen      

Hi luvboy The API documentation and examples can be found here> http://www.methodintegration.com/self-service-documentation.aspx How to call is the same as any other webservice.  You can just google "Consuming a webservice using PHP". HTH 

Hello! I'm new and was trying to view the Webinar on the Field Services and it just shows up blank on my screen but I can hear the sound just fine. I downloaded the MAC Codec which was called Flip4mac or something but it just opens the file and it's a black screen with sound. I saw someone else that had the same issue but they were able ...

Hi, I am working in the Report Designer and I am trying to create a bar or line graph that shows our new opportunities by count (not dollar value) by month over a 12 month period. For us new opportunities represent proposals made and tracking our monthly proposal activity is very important to our business. Do you have any documentation that you ...

Hi Marlin Imaging,  I just wanted to add additional information to my post response. In Method we have an Audit Trail that can show you the deletions that were done on the customer table. To find out the customers that were deleted from the customer table within the Audit Trail, you need to do the following: Go to QuickBooks > ...