Method Community

so I followed your instructions above, even re coppied the token from intuit directly and i continue to get these errors     Can't seem to get the screen shot to show up on the post but it shows up on my computer...?

So i didn't catch the answer about the payment gateway? how do i get the dropdown to show visa, master, discover, amex right now i just had to make it say something generic like "credit card"

also i've looked in the area that sends emails under estimates, and i've gone to add new etc. and i see the tab for default pdf templates but nothing that shows how to actually edit that email template and include an attachment can you be more specific please? :)

but so how do i get it under payment type to show Visa, master, discover, amex currently mine in the drop down just says credit card because i believe it only gives you room to add one set of verbiage when you set it up in the gateway area?   Also why wouldn't just sending them a custom link be a secure transaction? I get links from ...

So i got the payment gateway setup sucessfully, but do you have to get a new connection ticket for every card type? example i use intuit to process visa, master, amex and discover but its like you can only tell it to do one? also i can't get it to show any type of dropdown to pay an "estimate" Second part of this question is I had ...

i don't even see what your talking about under opportunities ...can you break that down a bit more for me...if i go to customize/tablesfields/customer/edit fields i don't see how that adds a file attachment?

To a customer would be the most helpful, and if the mobile browser could have a neat function to upload photo from camera of the phone would be super.  but in the office if we wanted to scan documents and attach them to the customer file like a contract or layout of the installation or whatnot is where i'm going

Any idea when we might see the ability to attach images like a .jpg or a pdf and or upload a photo is my dire need....

basically what i'm trying to do is help automate my sales followup and make it easier for someone to "say no thanks" since as we all know in sales a no is better than an unknown so i figure if they can click kind of like an opt out or they get an email that keeps emailng them asking where they stand do they need more info? are they ...

Danny why wouldn't method see any value in doing some type of referal program pretty much every industry i've ever seen offers this to some sort of degree?