Method Community

This can be done through customization and will work well for your organization but only if other users (that don't have their own templates) need to print templates as well. If you want a truly fool-proof solution where other users may accidentally print out other users templates then what you can do is the following: Edit the ReportMethod ...

Thanks, and yes all of our emails are "verified".  You mean the Method server is blacklisted?  Because our email addresses wouldn't be blacklisted.   Also, this happens with MS Office 365 as well . . .  so it's not just AT&T.

Does the contacts email have to be in quickbooks in order to register and access the portal?  I have certain customers in Method CRM that have 4 or 5 contacts, which arent in Quickbooks, so will they be able to access this portal on their own without any additional setup steps on my end?

Hi Mario, In order to troubleshoot this issue I would need you to enable your MethodSupport user: Go to Customize > Users > click the Active checkbox next to the MethodSupport user. Once that's done let me know via email and also include your Method Company Account name, not your username.  - Ashur

Hello Method,   I messed up and tried uploading my company's logo to the template for the contact portals and ended up deleting the Username and Password template and the forgotten password template. Now when a customer signs up they recieve a blank email. How do I fix this. Thank you      

[quote user="pdirect"]I did exactly what was outlined except when I click ok it does not save fine and I get the error message.[/quote] Please email me directly at c.ridgway@methodintegration.com - I'd like to connect and review your steps to see if I'm missing anything. ~C

Hi Sush,  Are your Vendors getting an email to pay from Method? If yes, you can setup any payment gateway in Method from the list we support. You can find out more about the Payment Gateways we support here. Hope that helps! -Inder

Hi Maureen, Its difficult to say whats going on without seeing the report itself - would you be able to shoot us an email over at success@method.me with the name of the report, and Ill take a peek. Thanks Maureen! -Ben

John- Let me look into this further. I took a quick look at the actions generating this it should only be requesting the email address to login for the contact. Maybe it has to do with the work around I suggested for multiple emails. -Michael

Mark's right.  FYI, though, you need to do a full sync to get the company info over. Paul