Method Community

Hi Method Team, Can method offer a solution for my task? I want to create a calander with reocurring services for customers and as each service approaches I would like to send an automated email reminder of the coming service date to the customer. I am aware of how to use the calander to create the reocurring services and have the services ...

It appears that when a customer creates a username and password, the inforamtion is stored in method somewhere and allows them to log in and view thier account as normal. However, the data doesn't appear in the "username" or "password" field on the customer tab when an administrator goes to look to see what it is. Do I ...

Method team, I have made some changes and added fields to the "Contacts Portal Edit Profile" screen and am now getting an error when clicking the "Save" button. I want the action to update the address, city, state and zip fields as the screen does for the first and last name fields. I copied the update field function for the ...

Thanks paul, Do you know the process to making this change? I have searched through my account on the intuit site and can't find where to change that.

I ran into an error while testing the Contacts_Portal_RecievePayment screen. I entered credit card information and clicked "Process" and this is the error I recieved. !Payment Did Not Process Error Status Code: 2020  Severity: Error  Description of Error: Session Authentication Required How do I get the authentication ...

Thanks Paul, that did the trick. Onother question if you don't mind. When the estimate report is generated with customer data, the report inserts the number "1" in the qty column and "$0.00" in the amount column for rows without item or description data. Is there a way to disable this, so that empty rows are blank?

Can I download or restore the original Method Report  Estimate (Custom) from the website, library or through my method account? I made the mistake of not copying the original before making changes. Now I have messed it up beyond repair.  

Hi Method Team, I am having difficulty getting the "Account Number" and "Balance" feilds to display on  the Contacts Portal- Transactions screen. I have tried several different methods to get the fields to display, but with not luck. I tried: - Calling actions on page load - Checking for record ID It seems that the ...

I would like to have a due date display in the contacts portal home screen and transactions screen. I would like the date to be the 15 of the current month. Example: If we are in the current month of March, I would like the screen to display the due date as March 15, 2011 or if it's July, the due date should show July 15, 2011 and so ...

It is an error and it appears when I click "save & email" the pop up says  "can't find the Recent Transactions tab" The error is correct for some reason I don't have a Recent transactions screen or even a Transactions screen. I don't know where they disappeared to.   So How do I get the Recent ...