Method Community

1) I'd be entering this information into the "new opportnities tab" from method.  2) Thanks! 3) So here's the situtation: we have a customer who orders thorugh a sales rep, that sales rep will put the customer's invoice into the customer account However, we also have the same customer order online. When orders get ...

Hi Kerry, Have you added them to the same MethodID? From within Method:Classic, hover over your username in the top-right corner of your browser and click Manage OpenID. If your other account does not appear in the list, click on Add Additional Login... and enter your login credentials for that account. This should link your ...

Hi GetRXd, 1) Are you entering this information directly in the grid on the Opportunity List screen, or within the Edit Opportunity screen? 2) You'll first have to add the field to the table by navigating to Customize > Tables / Fields in Method, clicking Edit Fields... for the Opportunity table in the list ...

I'm trying to get a new trial account to show up with my PartnerRetreat and current company account in Beta Switch Account. The new Admin user has the same Userid, email and password as my current company account. What am I missing? Kerry

Hi Marcelo, Take a look at this Help Center article for supported Payment Gateways and payment types. It doesn't look like that type of payment is currently supported through Intuit Merchant Services. - Justin

Marcelo, I'm going to create a case for one of us to reach out to you and take a look at this issue. We'll be in touch. - Justin

1) How do you make the e-mail, phone, ship to zip required fields in the opportunities list? 2) How do you add custom fields to the opportunities list? I'd like to add: "budget"  3) Customers might order with their sales rep at which case their orders would be in their account OR they might order online which gets ...

I think that is the portal screen, it is when a customer signs in into their account and wants to pay the balance

Marcelo, Which screen is it? I'll take a look. - Justin

Mahlon / Matt, Sorry, I forgot to mention this. The ability to hide lesser used apps on the Dashboard has already been requested as a feature, you can subscribe to this thread to be notified of any updates. - Justin