Method Community

Hey Don When you're printing you have been using File > Print option from the sounds of things. The Sales Order screen does not have a Print Preview button, this is something we are aware of and plan on addressing. A work around would be to place a button on the screen with a "Generate Report" action. When using this action you ...

Phil, Change the iframe code to: http://www.methodintegration.com/method/ThirdPartyLogin/ThirdPartyLogin.aspx?Account=TemplatePhilipHolcer&Name=CRM_Customer_Portal  instead of: http://www.methodintegration.com/method/ThirdPartyLogin/ThirdPartyLogin.aspx?%0AAccount=TemplatePhilipHolcer&Name=CRM_Customer_Portal Paul

I've run into a snag on the customer portal. Here's what I did in my demo account. 1 - Built a demo customer 2 - Set up their username and password 3 - copied the html code from the portal customization screen 4 - built new blank web page on my website 5 - pasted the iframe code only <iframe>........</iframe> 6 - when i ...

 Hey Phillip, What are the steps you're taking when you try and use the copied Estimate Report, I was abe to do it without an error. When you're trying to use the copied Estimate Report, make sure you fill in all the options for the action "Generate Report". If you don’t configure it correctly it can cause this to ...

Laura asked: I would prefer that when I log into Method I am immediately taken to the Activities tab where I can see my current activities as of today or older. How can I accomplish this?

 Hi Phillip, You would need to create some sort of relationship between the 2 tables. So an option for you would be to add a dropdown in the new table referencing a field on the existing table.  Once this has been done then you can add linked fields since the relationship has been created. To help you further, since you are a Solutions ...

I have copied and pasted this post from the Method General Q&A to the MethodAPI Q&A section. Going forward, please ensure that any Method API related questions be placed in that category. Thanks in advance!

 Hello, I have copied and pasted this post from the Method General Q&A to the MethodAPI Q&A section. Going forward, please ensure that any Method API related questions be placed in this category. Thanks in advance!  I am getting a insert error when I submit a journal entry via the methodAPI. The journalentry insert ...

 I am getting a insert error when I submit a journal entry via the methodAPI. The journalentry insert works Ok, but when I try to do the journalentryline I get an insert error. I have tried to just limit the number of flds in the journalentryline to just the Account and  JournalEntryRecordID but still get a insert error. Does ...

Sure looks like it! Thanks much!!