Method Community

[quote user="pdirect"] It would be really nice if I could pull up a customer and see a list of opportunities associated with that customer.  It would be as simple as adding an opportunity tab to the customer record in customer center.  I know, I know, there is probably some way I could customize Method to pull this off, ...

It would be really nice if I could pull up a customer and see a list of opportunities associated with that customer.  It would be as simple as adding an opportunity tab to the customer record in customer center.  I know, I know, there is probably some way I could customize Method to pull this off, but I don't like to spend my ...

Hi Ian, Can you give me some steps on how to duplicate this and email me a screenshot? -Michael

Recently I found Method add a message in Portal, if I did not sign out , next time i go to portal, it will show a message like " your message has been sent" or something like that, I was wondering if there anyway to remove the message.

Thanks, Michael. The first time I logged in as Admin on the QB server, the app certificate authorization popped up, so I re-authorized Method Integration engine to access the database even when QB is logged off.  I'm curious how the engine got "disconnected" and what we did to contribute to that... but we're having some ...

Hi! Changing the date format in a report You can change the date format to only show the date and not the time by changing the format string for the field. To do this open the report from the report designer and click once on the field you want to change. Click the arrow just above the field to get into the properties and make the changes where ...

Hi again.  I'm just relaying some info I received:   PSIGate accepts both USD and CAD. A Canadian company can have both types of accounts with PSIGate. They deposit PSIGate USD into a USD account at a bank located in Canada, and they can deposit PSIGate CAD into a CAD account at the same bank.

I'm posting this on behalf of a Canadian user who accepts payments in USD.  The problem is they do not have a US bank, and so cannot use our listed Payment Gateways. 1) (secondary question) Are there any plans to resolve this particular scenario in the future? 2) is it possible to workaround this by somehow using the Method API to tie ...

I'm posting this on behalf of a user: When they were displaying dates in reports (PDF's) and email templates, they could not get the date to display without having the hours/minutes.  Is there a way to display just the date in reports and emails? thanks!

Hi TogsTeam, In QuickBooks can you go to Edit > Preferences > Integrated Applications > Company Preferences. You should see multiple listing for Method. Select the first one and click Properties. Make sure that Allow this application to read and modify the company file is checked and that Allow this application to login automatically is ...