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We have an online ordering portal and OnScreenLoad the Fullname is pulled from the portal user session and ParentFullname is pulled from the Entity table using the Fullname. These are placed into action results and used in further actions. This was all done by Method.
The problem is, I created text boxes to insert those values from the ...
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I own a small newspaper that requires us to put in our ads and listings per customer quarterly. We need to know how to link the Customer/Customer Lead table to the Invoice Line table, and format it correctly so we can filter by service date and see which kinds of ads and for what customers need to be published.
The report should ...
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Hi Keri,
I've found an open case for your issue in our system, we'll reach out shortly.
- Justin
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Hi joshsAA,
Please call in to 1.888.925.6238 x.2 and we'll do a screen-sharing session to take a look at this with you.
- Justin
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Hi wildliferemoval,
The support representative assigned to your case will reach out. In future, please feel free to update your case through the portal or give us a call at 1.888.925.6238 x.2 and reference your case number for the quickest response.
- Justin
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My SalesRep table does have an Email field and it is not a field that I added, because I am unable to delete it??
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Good Morning-
I have been calling since Monday with two seperate issues. One of my sales reps has been unable to login in since yesterday. Can somone please return my phone call?
Thank you-
Keri
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Hi,
Can someone please explain the basics around sending an invoice via API which contains the portal link for payment? We would like to use Method portals as our payment processing interface but are trying to get a clearer understanding of how to tackle this in the most logical way.
Our vision: When a customer clicks a check-out button, we ...
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Hi joshsAA,
There is no Email field in the SalesRep table. Are you perhaps referring to Employees, or Users?
Let me know.
- Justin
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Hi Jonathan,
The currency symbol in Method is just a display setting. The numbers themselves should remain consistent between QuickBooks and Method. To change the currency symbol in Method you can navigate to Customize > Display and set a new one there.
Hope this helps.
- Justin
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