Method Community

On the customer web links to their accounts it currently lands on recent transaction page, I want them to land on the clients home page.  can this be changed?

When a user deletes a customer in Method what happens in QB to that customer?  is there a report that i can get that would show me all deleted, when i could inactivate or delete in QB if not automatic? These customers that my telemarketers are deleting is due to the fact the contact/business does not exsist.  

Hello, just signed up over the weekend and started playing around with the sytstem to fit my needs. I have run into some questions/issues with the report designer and was wondering if I could get some help. 1) Is there a support documentation or training manual for the designer showing the fields and how they relate ...

When creating new accounts using the API call as apposed to through the solution provider portal does the submitted email address get a welcome email from Danny?  

Matt I've just taken a look at the default receive payment screen and there are no filters set for the payment method.  So, regardless of you setting a payment method to inactive in QuickBooks it will still show on the receive payment screen.  This is something that Method will likely address because the inactive payment methods ...

Hi Rolf, I just wanted to let you know that I was able to duplicate the issue here on my end and will create an internal ticket for the team and will update you once I have an update.  Ronen

Hello all, I recently set up the payment gateway so that we could process credit cards without leaving Method. That seems to have gone well, but there is a small problem I need to resolve before I have my customer service team start using the gateway full-time. Our set up has payment methods set up for Mastercard and Discover that are denoted ...

Hi s.white, If you get an error "The URL from which web form was submitted is not within a selected refferer list." it usually means that someone downloaded your web form and tried to submit faulty values to your web form.  In order for the web forms to be a bit more user friendly, we include the actual URL from which web form ...

An example of this in Vanilla Method would be the Edit Customer screen, whose tab link doesn't show in the Customer tab until you access a customer record via the Customer List screen or by some other means. Also, after you leave the Edit Customer  screen, it's tab link becomes hidden again. I know about the "show/hide ...

Woops, I was looking at the wrong screen!   Ronen, I'm working on editing Green Search button on the Customer List screen. It opens a CRM_Search_CustomerList popup screen which I've copied and I'm trying to edit now. If I search within this popup screen and select a record, I get the ghost tab issue again. I ...