Method Community

Is there any way we can change or add custom portal screens? I'd like to display work orders (activites) on my customer portals. Also, as of the last update, my logo isn't showing and I can not change it.

Hi Clayton, Thanks for these great information. I think Method should put your post in their FAQ, that can  benefit all users. I follow Method's suggestion and see a bit improvement to my codes. However, from time to time, this kind of issues still happened. I'll try your XML idea and see how it work.  Thanks ...

Hi Bigshotpromos, What you can do is create two new filters for the grid called open balances and overdue balances in step 3 of the grid wizard. These views will allow you to filter which customers have open or overdue invoices similarly to QuickBooks Desktop. You will have to gather the Balance of the customer and then also compare the date ...

Hey MikeB, I've tried to duplicate what you were trying to create but I'm running into issues as well. For this report, I would the say the scope of what you are trying to achieve is beyond what we can cover over the forums. I would recommend you get in touch with our consulting team to complete the report. -- Loi

Hey Mahlon, I am going to bring this up with our team to investigate. -- Loi

Hey TheSolarGuys, I am going to create a case for you and have one of our support reps will reach out to you in regards to this issue. -- Loi

I will never understand why I have to deal with another company to fix my problems when I use METHOD. I login through Method. When Method crashes my account crashes. Why can't you just help me?

Hey TheSolarGuys, You will have to get in touch with Marathon Data Systems who manage your Method account for support with this issue.  -- Loi

Everytime I try to copy a mobile page like "mobile_invoice" I get the following error "An error has occurred. An email has been sent to Method staff. If this problem persists, please contact the Method Team at method@methodintegration.com." If I press cancel the new copy shows up but is missing a lot of actions within the page. ...

Thank you again Loi, Unfortunately it is still not working. I tested again it with several customers and multiple invoices and none of them work, the exact same thing is happening