Method Community

Hello Jerry, I'm a little confused here, what event is causing the 'Action Sequence Order 1' message to appear (e.g. clicking Save)? What is the first action listed for that field/object? That is the source of the problem. I understand you want to include a custom field on the New Lead screen called Industry Source but what more ...

Can you please provide a screenshot or the exact wording of the message. If Authorize.NET is not seeing anything on our end then the message should be able to tell us why the payment was rejected. - Ashur

Blake, Please enable the MethodSupport user and let me know when you would be free to start a screen sharing session tomorrow. - Ashur

What were you doing in Method prior to receiving this message? Log out of Method for about 15 minutes, then log back in. Let me know if the issue persists. - Ashur

We received the following email from Lucas: [quote]I have had 2 customers say that they cannot pay with American Express through the payment gateway. They keep getting an error massage that the payment was rejected. Could not find anything in the forum about this. Any ideas? The other payment methods work fine as far as I know.[/quote]Hi ...

Hi SuzanneB,[quote user="SuzanneB"]1 - What if we do not want to accept credit card payments on a regular basis?[/quote]When selecting the appropriate payment gateway you can choose the default payment method, which doesn't have to be a Credit Card. [quote user="SuzanneB"]2 - Is there an option for setting up an option ...

That's strange, are you using Google Chrome by any chance? The reason I ask is because I've experienced strange caching issues in Method with Google Chrome, usually clearing the cache and restarting the browser works, or just using a different browser. Glad to hear it's working now though! - Ashur

This message will display when a field name, in this case FullName, is being selected for more than one column. Refresh your browser then start the import process again. When you're on Step 2: Prepare Data, scroll across all your Column Names and ensure that the FullName field name is not being selected more than once. When you've ...

Hi Ben B, I'm assuming you're importing records into the Customer table correct? If you store Mr./Mrs/Miss/etc in your suffix column then you should import this data into the Salutation field. The Suffix field isn't utilized on any screens in Method and I believe it exists in the table as a temporary placeholder when syncing records ...

Hi matlow99, What exactly are you trying to accomplish here? Are you just looking to have a 'View' link on your Existing Estimates grid that brings up the PDF template for that particular estimate? If that's the case then why not just utilize the Print Preview button on the screen as it already does this. - Ashur