Method Community

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 > ...

  Hi Marlin Imaging,  When you delete the customer in Method. it will automatically delete the customer in QuickBooks. We currently don't have a standard report in Method that will show you all of the customers that were deleted in Method or QuickBooks.  You can though create your own custom report in Method and I would start ...

Hi khorner,  Just to add to my response, you can watch all of our webinars here and also post additional questions here which will be responded promptly.  I hope that this helps.  Ronen

 Twice now I have encountered an error when using the 'Insert Records Into Table' action.  In both cases, the error was resolved when I removed one or more fields of type 'Type In'.  To account for those fields, I added an 'Update Field In Table' action with no problems.  I assume the 'Insert Records ...