Method Community

Richard, Still having issues, Using fire fox, I sent myself a invoice to try out. Method sent me a email with a mini url. The url took me to that portal so i could check my invoice. From there i went to the open cases.  I responed to that case but all i got was this error message saying: "Please enter a value for Commnets/Reponce even ...

Is there a setting on the contacts portal that would prevent any contact other than the main contact from seeing the transaction history?

Hi Sean, You can address this question from several prospective. The Company: The parent company Alocet Inc. has been around for many years (since 1999) rocking and specializing in QB add-ons ever since. We hope our clients and prospects alike would think we are good at what we do and realize we enjoy doing it. We are not going anywhere! ...

John, We've pushed out an update to this screen earlier today. Can you verify if the problem is now resolved?  If not could you tell me the name of the portal you are using under Customize > Portals, and if you have customized the screen in anyway? Thanks, Richard

Hi Sean, http://www.methodintegration.com/self-service-documentation.aspx Please help yourself to the above is a link for some of our documentation including API docs. Let us know if there is anything else you need.

When I am using this call, I am being taken to the Method Sign in screen instead of directly into my account. This happened once before: http://www.methodintegration.com/cs/forums/p/1174/3935.aspx#3935

That's what I thought. Thanks for the info, Mark.

Blake As far as I know there are no action triggering events that occur without someone logging into method.   To accomplish a completely automatic system you would need to create a separate application that uses Method's API.  This isn't  terribly complicated but does require programming.

I created the new table, MyRep, with only my active sales rep entries and the fields I need. However, I cannot link any fields between that table and my Customer table (from either direction).  I can probably ultimately figure out how to use actions to pull that into my email, but if I can't create a linked field, I'm unclear on how ...

Greetings, I got a call from a customer today saying he could not send me or respond to a case from his  computer while in the portal.  I tried it on mine using IE 8.0 and i could not send a respnce about a open case.  I filled the form and it was saying i needed a value in the Responce box.  This is the standard method ...