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  • Re: Customer Payment Portal

    Ah! I was unaware that I needed to add a gateway for each card type. My intuition told me that one gateway for all of our customers would be the way. Anyways, it looks like I fixed it. I will chime in again if something breaks.&nbsp; Thanks, Aaron
    Posted to Method:Classic General Q&A (Forum) by rbsom on 01-30-2012
  • Re: Intuit Payment gateway issues with estimates and multiple cards

    So i didn&#39;t catch the answer about the payment gateway? how do i get the dropdown to show visa, master, discover, amex right now i just had to make it say something generic like &quot;credit card&quot;
    Posted to Method:Classic General Q&A (Forum) by MisterBill on 01-30-2012
  • Re: Section Display Issue

    Ronen, While you&#39;re looking into section-related issues, here&#39;s a few more I&#39;m having issues with. 1. Moving sections with the up/down arrows does not always work.&nbsp; Sometimes you get caught in a loop where the section appears to move, but upon reload is still in the same place. Yet other sections on the same screen will move ...
    Posted to Method:Classic General Q&A (Forum) by Rolf on 01-30-2012
  • Re: Character function problem

    Ronen, In my example of&nbsp;&nbsp; Lastname,Firstname&nbsp; it would do things like extract and add the comma, ie.&nbsp; ,Firstname&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; and&nbsp;&nbsp;&nbsp; Lastname.&nbsp; Then if I editted the customer name field to for example Lname,Fname&nbsp;&nbsp; it might extract something like Lna&nbsp; and Fnam, or maybe ...
    Posted to Method:Classic General Q&A (Forum) by Rolf on 01-30-2012
  • Re: Customer Payment Portal

    &nbsp;Aaron- I would need the error message to be able to better troubleshoot this issue. As far different payment types you will just need to add multiple payment gateways under Customize &gt; My Account &gt; Payment Gateways. If you wanted it to show Visa, Mastercard and AmEx, you would create 3 payment gates with the Payment Gateway Name ...
  • Re: Customer Payment Portal

    Intuit support is saying that there are no known issues with their portals and that they only provide the portal.&nbsp;Also, the problem I am seeing is on the Method part of the portal, not the intuit website. I have included a screenshot of the problem. As you can see, when a customer attempts to select a method of payment (i.e. - a type of card) ...
    Posted to Method:Classic General Q&A (Forum) by rbsom on 01-30-2012
  • Access needed for SCREEN creation/modification

    If I&#39;m not able to enter a new screen name on the Customize Tab/ Create a New Screen window, what access does my ADMIN need to give me?
    Posted to Method:Classic General Q&A (Forum) by abbie.sherman on 01-30-2012
  • How Report on ONLY Leads?

    &nbsp;What field in the Customer table do I use to only pull LEADs into my report?&nbsp; Do I need to set parameters on the field?&nbsp; New to reporting tool. Thank you.
    Posted to Method:Classic General Q&A (Forum) by abbie.sherman on 01-30-2012
  • Recurring Events

    We set up multiple recurring tasks for our clients&#39; bookkeeping needs.&nbsp; We normally edit the status, make notes, etc right in the Activities list grid.&nbsp; When we do that, for instance mark a task complete, it changes all the following events to completed.&nbsp; If we update the description, it updates it on all the&nbsp;future ...
    Posted to Method:Classic General Q&A (Forum) by lpierpont on 01-30-2012
  • Re: customizing the customer/lead screen

    Hi CatWineUSA, I have some additional information to add to my response. For 2, make sure that you also increase the &quot;Size&quot; for the Test type field to accomdate the information when adding the field to the table,&nbsp;that you click on&nbsp;Edit&nbsp;on the field within the screen designer, and&nbsp;that you add that information to the ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 01-30-2012
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