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  • Estimate screen not updating properly

    I just noticed when I update the line item grid on the Estimate screen, that the overall Estimate Subtotal, Tax Item, and Total are not updating.   I have also reloaded the screen and the totals remain the same (and are still incorrect).  I suppose I can fix this by writing my own actions, but isn't this supposed to be happening ...
    Posted to Method:Classic General Q&A (Forum) by viret56 on 02-14-2012
  • Re: Set a screen to be hidden on Method startup

    Hi smohyee,  If you go to Customize>Tabs and select the Edit Tab Links... beside any of the tabs, you have the option of putting in a checkmark under Show for certain tab links which will either enable the tab link name automatically when you go to those specific tab names. (Example, for the Cases tab, upon first arrival to the ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-14-2012
  • Re: Customer Landing Page

    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 ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-14-2012
  • Re: Welcome email from Danny

     Hi LaCrews No they do not get a welcome email from Danny Dave
    Posted to Method:API Q&A (Forum) by Method_David on 02-14-2012
  • Re: Lead List management best practice

    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 ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-14-2012
  • Re: How to call methods in PHP

    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?
    Posted to Method:API Q&A (Forum) by LaCrews on 02-14-2012
  • Re: How to call methods in PHP

    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 ...
    Posted to Method:API Q&A (Forum) by luvboy on 02-14-2012
  • Re: Logo sizes

    Thank you this is helpful.  
  • Re: Customer Landing Page

    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
  • Re: Logo sizes

    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 ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 02-13-2012
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