Method Community

Michael, Just to follow up, for any other users reading this.  Another way to keep the same security across multiple portals is to create separate username and email address fields.  So if you want 3 separate portals for your users, you would ...

Thank you for your response, however it didn't work. My picture is stored in my documents on my computer and this is what it looks like in my email template. What am I doing wrong. "C:\Users\EZPC\Documents\Sunset Printing\InnoIrrigation Pricing spring 2013.jpg">

Blake - this is now available on the April version. In the Method login form, you can click on the link for “Switch to the April version”, and then go to your user name in the top right, and click My Profile. Paul

BTW, we had this same problem when using a different smtp server (non-AT&T) . . . but we switched to the AT&T smtp server to see if would go away, but of course it didn't.  It's not all the time, but it is frequent.

 Hi Ian, You'll need to set up the signature for each user under Customize > Users. The next step is to create an email template. In the email template, you'll type in the merge fields in a TableName.FieldName format. For instance, if you wanted to see the signature it would be Users.EmailSignature or if you wanted to address ...

Hi Indunil, I have replied to you over the email as well but adding here for everyone. I was able to review the account and found the necessary information. All the screens in Method are based on a table. In this scenario, the Techtime screen is based on techTime table which you can find under Customize -> ...

Hi Bradvb123, Thanks for reaching out to Method! I was able to use the same query and able to fetch the desired results. One thing to make sure to add APIKey in front of your key. Below is a screenshot of what it looks like: Please try that and let me know if you are still running into the issue. You can email me the error at ...

Hi there! The Contact should belong to an Entity, otherwise it is orphaned. Entities are existing customers, vendors, or OtherName. This is a JSON I just posted to create a contact: { "FirstName" : "Peter", "LastName" : "Greenman", "Name" : "Peter ...

Hi Civenov, Thanks for reaching out to Method.  Here is the list of Payment Gateways that Method support today. I have asked my team to enable the Moneris on the account level. One of our support rep needs to work with you to implement this on your account.  Can you please email your Method account name, phone number, and ...

Hello Carter, Thanks for reaching out. Currently we do not have a way to authenticate with Method's Soap API through Intuit credentials. You have to set up a Method password for it. In order to do so, login to Method, navigate to User Profile and you can set your password there. If you need help our support team will be ...