Method Community

Thanks for the clarification.  I still think customer portal is a name that makes sense, but contacts portal doesn't (without a more thorough explanation).  It would be nice if you had a name for the new one that made sense to our customers and staff.

pdirect - Customer Portal - one user name and password per QuickBooks customer.  It is also pretty darn ugly, and built using the original design features available on the initial release of Method a couple years ago.  Contacts Portal - one user name and password per contact (since a QuickBooks customer can have many ...

I'm not attacking, I'm critiquing.  And it should help if they're listening.  And I'm not going to argue, but this is NOT about permissions.  Have you used scheduled reports yet?  These reports only show up for the assigned user.  That is how the templates are supposed to work as well or there is no point ...

I did read the points =).  I actually read a lot of your posts when I got started and think you have a lot of cool ideas.   What you are talking about IS permissions though, to an extent.  If you want to be able to "assign" a template to a user and not have other users see it, that sounds like permissions to me. ...

Can someone please provide a brief overview as to the target audiences of each of these portals and compare/contrast?  The name "customer portal" makes sense to me but "contacts portal" does not.   

Umm, I guess you didn't read the 4 points I mentioned.  My comments had nothing to do with permissions.  I was simply referring to the email templates, not the screens.  The screens aren't assigned to users, but reports and email templates are assigned to users.  So if I have the ability to assign something to a user ...

Yes, you are right.  It is set to none.  Although this should not be the default when it's installed.  Everything should be selected and then I can change it to none if I want.  Now I need to go back and correct this on all the machines where I've already installed the Outlook integration plugin. I will also add that ...

Hi guys, For web forms, is there a charge?  They look great but I want to see what the costs are before using it.

pdirect - I've been using Method for the last 1 1/2 months so I might not be as experienced as you are but I know what I was looking for was a simple CRM that all my staff could use that worked well with QuickBooks.  Based on what you wrote, all of the screens don't assign permissions by employee and I knew that from day one from ...

I'm growing weary of hearing that I can customize method to however I like it.  There are 4 main problems with this approach. 1) It takes a lot of time.  I didn't go with Method so I can spend all my time customizing it.  A little customization is ok, but when I'm constantly hearing that I need to customize it . . ...