Method Community

HI, You won't need to use our API to make use of the portal. If the portal is sitting within an Iframe it should have our login screen displayed to get into the portal. You can watch a video on our portals here. -Michael

Hi Mark, Give me a call or send me an email and we can arrange something . -Michael

Hello, We are evaluating Method and are impressed!  A quick question to the community on Website integration. Our objective is to make the contact portal available to our customers through our current website which is a CMS.  Our intention is to use a wrapper (iframe) and give the user a menu itemt to take them to this self help area. ...

Micheal I'd like to do a meeting next week sometime.  That way I can demonstrate the problem.  If it's sometime I've done wrong I'll happily pay for your time. 

Hi Tracy, I created a screen based on what you have described and it worked fine. Do you maybe have other actions that are affecting this? I can take a look at the screen if you would like but if it is not a bug then the time spent would be chargable. -Michael

Michael - Thank you, your help is greatly appreciated. Tracy

Hi Tracy, There are actions on the Text Change event for the Received From drop down list that populates the A/R account and the Deposit To field, you will have to delete them or change them. -Michael

There are 2 columns, the top field in the left column is a checkbox called services. below that field there are 16 fields, 2 colums of 8 rows. The left column is service names, the right is billing rates. All 16 of the fields begin the session as hidden. When the services checkbox is marked, the 8 service name fields toggle using the Show/hide ...

Hi Tracy, I tested it with checkboxes as well and it works for me, can you give me some more specifics? -Michael

I have modified the Receive Payment Screen and assigned default accounts for both the A/R account field and the "Deposit To: field. While at first glance it appears to working as intended, the behavior changes based on the customer selected. Scenarios I have seen - Customer 1 is selected, the fields default as intended Customer 2 is ...