Method Community

Ronen, In my example of   Lastname,Firstname  it would do things like extract and add the comma, ie.  ,Firstname      and    Lastname.  Then if I editted the customer name field to for example Lname,Fname   it might extract something like Lna  and Fnam, or maybe ...

 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 > My Account > Payment Gateways. If you wanted it to show Visa, Mastercard and AmEx, you would create 3 payment gates with the Payment Gateway Name ...

Intuit support is saying that there are no known issues with their portals and that they only provide the portal. 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) ...

If I'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?

 What field in the Customer table do I use to only pull LEADs into my report?  Do I need to set parameters on the field?  New to reporting tool. Thank you.

We set up multiple recurring tasks for our clients' bookkeeping needs.  We normally edit the status, make notes, etc right in the Activities list grid.  When we do that, for instance mark a task complete, it changes all the following events to completed.  If we update the description, it updates it on all the future ...

Hi CatWineUSA, I have some additional information to add to my response. For 2, make sure that you also increase the "Size" for the Test type field to accomdate the information when adding the field to the table, that you click on Edit on the field within the screen designer, and that you add that information to the ...

Hi CatWineUSA,  The first thing that I would recommend for you to do is to review the webinars that can teach you how to customize Method under the heading of Customization here.  Here is my recommendation for the following requirements: 1. "Best Selling" "Pour Wines" and "Other Wines" (dropdown) To ...

Hi Rolf,  For 2, can you please give me some examples of the results that you are getting that are incorrect? Ronen

Forgive me, but I'm doing this for the first time.  I want to make some changes to the customer (and lead) screen and mobile customer screen.  Specifically, I want to add the following fields:  Best Selling or Pour Wines (drop down) Other Wines (drop down) Store Hours Primary Contact Hours Key Staff Names I'd also like ...