Method Community

Hi there - I customized my contacts portal with an extra grid to show estimates only and removed them from the other transactions grid. When I log in the Home page opens and everything looks great. Within the grids, actions are set on Go To... links to take you to the Contacts Portal>Recent Transactions tab link. This customized screen has ...

I built a new screen, displaying a grid based off of the transactions table. I'd like to use the SQL override function to allow for a summarized view of transactions by account. After watching the finer points of the webinar, my main problem is that I can't add a new field to the Transaction table. This field is needed to insert the ...

Thank you - that is what I was really wanting to know & I think I figured out what the issue is.  The customized invoice screen that I'm using was copied from a QB screen, which does require the validation. The prompt to Enter an Account is set as an action on the save button. Before I delete this action though - can you tell me ...

The email settings are clearly a lower priority - since I first need to be able to fix the invoice issues themselves before I can email anything. Also, the invoice I tried to email (but didn't send) was created in Method, not QBO. Then invoices I'm having the real trouble with are the ones that were made in QBO. The biggest problem of ...

We are currently creating invoices in our QBO file and transitioning this task to Method. For some reason, when viewing invoices in Method, the BillAddress fields are  mis-aligned. Invoices look fine in QBO, but in Method, the company and contact names are not displaying for many records. I knew the information was available, just not ...

I was also wondering if there is a way to use SQL outside of the Grid - either at the screen level or directly in Method Report Designer. Thanks!!

Can you please tell me what type of SQL code Method is based on (i.e. Sybase, MS, Oracle, etc.)?

Thank you, although it doesn't seem there are any prompt screens showing the status of the payment transaction (i.e. Processing, Successful, etc). What is the relationship between the Method Payment Screen, the 3rd Party Merchant Service, and the Method Portal? Is it some sort of hidden re-direct that processes the payment? Since you ...

We sent a new client a link to log in with his email and pay an invoice.  His payment was processed 4 times. This happened with another customer before I researched the issue with the Intuit Merchant Services & came to find out that there are no actions in place to prevent duplicate charges from processing if the client hits the Process ...

I hadn't originally thought of it, but it seems like a web form, using fields from the TimeTracking/Expenses tables within a Portal would accomplish what I'm looking to do. I watched the webinar on setting up forms and I am not our developer - but is it possible to add the html code provided when setting up a web form, to a portal? ...