Method Community

Hi Lee,  These are the steps that you should take to allow your customer to land on the Home tab by default instead of the Recent Transactions tab: Go to Customize>Tabs Click on the Edit Tab Links... beside the Contacts Portal tab under the Tab Name heading Make sure that there is a checkmark in the Show checkbox right beside ...

 Hi LaCrews No they do not get a welcome email from Danny Dave

Hi Marling Imaging,  The following steps will help you update the Sales Rep dropdown for the leads: 1. Go to Customize>Integration Tools 2. Click on the Go to Import/Export... link within the Import/Export section within the page 3. In Step 1:Import/Export  a) Select Export a table to a file b) Select the Customer table from ...

Don't think I can help much with the PHP, we are more on the C#.net side.   However,  this reponse is related to properties set inside a method account.  Did you log into method and check that the user who's credentials you are passing to the webservice has API perrmission set to true?

thanks for the reply marks I'm using nusoap client to consume the webservices i find a weird problem here, i'm getting result for some methos and failure for some methods can you help me out with any of these methods MethodAPISelect_DataSet   MethodAPISelect_DataSetV2 I need to get the a record from certain table ?? this ...

Thank you this is helpful.  

Ronen,   Yes, I am looking for the customers to log in and land on their home page tab instead of the "recent transactions"   Thank you Lee

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 ...