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  • Connection Tickets Unavailable through Intuit

    Hi all, I wanted to report that there is an issue when trying to connect Method Payment Gateway to Intuit Merchant Services. Intuit is currently not able to generate the Connection Ticket that is required to complete the process. They are aware of the issue and are working on it. Oh, and they are _very sorry_ for the inconvenience.
  • Grid link popup

    I am having a problem using a popup screen to enter information into a grid. We have customized the Work Order screen from Method Field Services to add a field for which months a recurring service item is supposed to be scheduled in. Many of our customers have a regular (e.g. monthly, quarterly) service call in which different services are done on ...
    Posted to Method:Classic General Q&A (Forum) by SMDC_Sam on 04-21-2016
  • Re: Can't change text field to HTML Editor

    Hi Mahlon, Im seeing the same thing on my test account. I found also that when selecting HTML Editor&nbsp;the entire &#39;Settings&#39; Section would disappear until I moved the control around on the screen, at which point the settings would show up again, but still display as &#39;Text Input&#39;. Ive opened up a new ticket with our development ...
    Posted to Method General Q & A (Forum) by Method_Ben on 04-21-2016
  • Can't change text field to HTML Editor

    I have a field in a table called Description. I want to display on Edit screen as HTML. When I change to HTML I can&#39;t change the Settings and can&#39;t actually save as HTML. It just reverts back to text.
    Posted to Method General Q & A (Forum) by mahlonf on 04-21-2016
  • Re: Problem with sorting donations

    Really appreciate you looking in to this! Here is a similar issue. I&#39;ve noticed this about 75% of the time&mdash;if I navigate to a donation on say, page 4, open it and hit print a letter and then Generate a letter, it opens a new window with the letter that I print. WHen I close that new window, I expect to still be on the donation I was ...
    Posted to Method:Donor (Forum) by TheLeaves on 04-20-2016
  • Re: Qbox

    Hi Maureen, Regarding Compatibilty, we cant officially support syncing or integration with a file hosted on QBox.&nbsp;That being said, it may still work if Im understanding your setup correctly. You have a a multi-user mode QuickBooks file with; One installation on a local PC, along with the Method Integration Engine A second QB file ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 04-20-2016
  • Re: Functionality request

    Hi Ben! Thank you for your response and your consideration of these items. As far as the tags on Advanced Search - that helps. Although it was not obvious that those check boxes were there because the window is constrained to a height that cuts them off. Now that I know to scroll I can see them. The scrollbar was not showing in Chrome but ...
    Posted to Method:Donor (Forum) by TheLeaves on 04-20-2016
  • Re: Using a call centre

    Hi Bonnie, This is certainly possible! The best way to accomplish this in Method:Classic would be to take advantage of the List Builder (Found under the&nbsp;CRM&nbsp;Tab Group &gt;&nbsp;Campaigns &gt; List Builder) The List builder will enable you to fill a list with your Customer leads, Create activites for these contacts, and assign them to ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 04-20-2016
  • Qbox

    Can someone tell me if Method is compatible with Qbox?&nbsp; I understand that Method only syncs with Quickbooks on the computer that both the QB company file and the Method Intergration Engine are installed and open.&nbsp; Can I safely assume that if I use Qbox and have closed the QB file on the pc that has Method Intergration Engine then use the ...
    Posted to Method:Classic General Q&A (Forum) by Maureen on 04-20-2016
  • Re: Exporting CSV from Report Designer

    Thanks Ben! This helps a lot!
    Posted to Method:Classic General Q&A (Forum) by JGAnderson on 04-19-2016
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