Method Community

[quote user="Ron Soukup"] I'm bringing this back to the top, because I can definately see the value of this portal... I'm not sure what I'm doing wrong here, but I chose the default portal in the Third Party portal tab and applied the html to our website by creating an enitely new web page called ../Cust_login.htm I can ...

I'm bringing this back to the top, because I can definately see the value of this portal... I'm not sure what I'm doing wrong here, but I chose the default portal in the Third Party portal tab and applied the html to our website by creating an enitely new web page called ../Cust_login.htm I can login successfully but the landing page ...

Hi Jacob, I don't usually make recommendations when it comes to 'specs' per say on buying a computer.   Theoretically, if you are able to open Internet Explorer 7.0 and have a screen resolution of 1024 X 768, you should be good to go.  Provided of course you are just using the Method interface and not having this ...

Danny I brought a different computer home this past weekend to play with it on and did not have any issues. I think my other computer was having trouble due to the memory requirements. What are the recommended computer specifications?  Thank you - Jacob 

Hi Ron! Exciting to see you posting on the Method forum  The rule here.   1 Method Account = 1 QuickBooks database file.  Clean and simple. So you want to use a different QuickBooks file?  Just follow the steps in the Method Invite and create a new account for that QuickBooks database.    

Hi Jacob, I typically have Method opened throughout the day and don't seem to run into any issues with Internet Explorer shutting down on me.  Do you have any type of tool bars maybe that could be causing IE to be going in overdrive while Method is running?  Don't get me wrong, Method is intensive when it comes to using memory ...

That's awesome you are getting into Method now and starting to design your own screens! In terms of previewing, from the 'Screens' tab link, under 'Customize', you can click the 'View' link per screen.  The 'View' link allows you to preview that particular screen.  Now if you are actually editing the ...

Keith, Thanks for the great suggestion! I can totally see where you are coming from, especially from a security stand point.  Right now, it’s not something that is available in Method, so you want to make sure you log out when you are away from the computer.  

We have multiple QB companies with seprate company files. I have one QB file currently synched and would like to load a seperate QB file. What would be a best practice for using Method to access those companies separately.

Hey Jacob, You need to click the "Recalculate" button.  Try creating an opportunity and assigning it to that campaign.  Create a second opportunity, assign it to that campaign, and choose a status of "Closed Won".  When you click Recalculate in the Campaign screen you should see Total Opportunities: 2, Total ...