Method Community

Hello,    You have asked a good question as I seem to have many answers.  You can do it through a customized screen that allows you to add and subtract Lead Ratings.  There is a post that describes how you can customize a screen to update the Lead Ratings table here.  - Greg

Hello Mike,      I don't believe there is a way to make it "explode" automatically.  There is an 'Update' link on the bottom right of the grid that will expand the group items once you place the Group item in the grid.  Then you can apply your discount to the proper line item.    Also, ...

Hi C.Wolfe, Your suggestion may be possible, and it somewhat makes sense to me, however I am not sure this would work for Mike's current procedures.  The main issue here, is that these screens have been designed so you can only make payments on Invoices, the "Receive Payments" screen from within Method only accepts payments for ...

scottaskinosie, Yes, sorry I wasn't sure to expand on the screenshot part.  If you want, you could upload your image to a photo bank website, I use Imgur.com, however there are many out there.  These sites will provide you with a link to the image, then you would use the icon you were attempting earlier, now you would add this ...

Hello,     I found out that there is no interface to change Lead Ratings.  It was never implemented.  You could do an import-update, but there are many risks involved in doing that.  So it's not an option I would recommend.  Unfortunately, there is really no way to change the Lead Ratings value.   - ...

Thank you Ben, I have a screen shot but don't know how to post it in this reply. It asks for an image URL so I guess I need to put it online somewhere?

Hi scottaskinosie, I have a feeling I know what this error is based off your description, however a couple pieces of additional info should help.  Can you let me know the Conflict "Type" for these conflicts in question, do they happen to be "Delete From Desktop".  Even better, would be a screenshot of at least ...

Hi Marcelo, In order for an Activity to show up on your Activities Calendar you would need to make sure this Activity type has the option checked off for "Show On Calendar?".  You can find this out, or modify this value by first going to Customers->Activity, and choose the "NewActivity" screen.  From ...

Ben,  Can the portal be customized so that the contact can pay on a sales receipt? For example, setting up a new screen to show when a contact logs into the portal.  They can fill in the fields on the screen and then choose to pay with a credit card or check.  If they wish to pay with a credit card, the payment window will pop ...

To any Method Users following this post, I actually had a conversation over the phone with Mike regarding this Payment Gateway issue he was having.   There is a good reason why this wasn't working for Mike, long story short, your Contacts can only make payments on Invoices.  Even though your Contact is able to view other ...