Method Community

Hi Alfredo, First of all, I need to apologize for not replying to your post sooner, I thought I already had.  Long story short, the current version of Method likely won't be able to do what you are asking here.  However, I believe what you want could potentially be done through the MethodAPI, but this would involve building a ...

Hi Afrodite, To answer this, I'll need a bit more information. Have you made any other changes to the customer/contacts list screen? Are there any other actions on the Export Grid button?  One quick thing you can try as well, is to re-open the screen and re-publish... that has fixed the issue for a customer in the past. Naeem

James - Glad you found that helpful, I had a bit of a laugh with your post because I had a similar reaction when I found out about this feature too.  Quite a useful feature, as you said, you can email it to yourself as well.  I agree it would be nice if the Action details were included, however at least from a glance you might be ...

Hi Nebo, You are correct, the LeadName field doesn't show up in the Customers or Contacts tables, if you seeing this value from the New/Edit Lead Screens, note that this is only a label, not the actual fieldname stored in the table.  I am not sure how familiar you are at this point doing customization in Method, but I can give you a ...

Hi Sandman, I know Method does plan to add eCheck processing to more Payment Gateways in the future, however at this time we are not able to offer any ETA on this.  When we are able to offer additional ECheck options, we would note this addition in the Release Notes area of our website, you might want to periodically check ...

Hi Ivelina, Although your request could likely be done in Method, it might be a little advanced to explain in this forum post, especially from when starting from scratch.  My advice to you would be to first read up on using the Method Report Designer, you can find some good tutorial videos here.  Hopefully you will have a ...

Hi Matt, Sorry, I haven't been given a timeframe for adding the security tokens, my understanding is that it will be available with Method V2, however I will have to get confirmation on this.  Let me get back to you. -Ben

Hi David, As you have probably already noticed, Method currently handles Credit Card data in a slightly different manner than other fields from QuickBooks.  Currently, if you store a Credit Card in Method under Customer->Edit Customer->Payment and Info, the credit card information will get synced over to QuickBooks, once it is in ...

Hi David, I am going to look into your post here about storing credit card numbers, please give me some time to do some testing to see what options might be available to you. One question though, are you using a QuickBooks Online or QuickBooks Desktop account, there could be subtle differences between the two, so it would help me for testing to ...

To anyone else following this thread, I was able to discuss this issue with Rob yesterday, and we have been able to get this resolved.  This was a bit of an odd case, I haven't seen this issue before, but I believe it was caused by Rob's WebService provider.  Just to recap, according to the error message Rob provided in his ...