Method Community

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 ...

Greetings, Use the Oct version and not the Feb version of method. Its a bug John M

I am getting the following error when attempting to sync with QBO Error : Root element is missing

Greetings, Everything works great! thanks John M

I have a fair under standing of the report designer and how it works. I recreated a exsiting workorder, it is based on activity, I have just about every thing I need in it. but how can I include customer equipment list in to the field list. I did notice in the activity customer there is a customer equipment that I add on my ...

I have several conflicts that say QuickBooks returned an error when adding/modifying a accEntity record. The error was: The name "XXXXXXX" of the list element is already in use (where XXXXXXX is the name of a customer) thatr I cannot seem to fix. It appears as though I have multiple customers of the same name when this happens. How canb ...

We accidentally deleted a customer from CRM that still existrs in QB and in the resolve conflicts tab it says to "un-delete the list item on the server to keep it" if I would like to keep the customer. How do I do this?   Thans for reading!

To anyone following this Forum Thread, I did speak with John offline, and gained access to this account in question to see what was going on.  We ended up having to refresh his tables in Method, for the February version, this will likely resolve all of these issues.  Unfortunately, it is difficult to say what happened here, however this ...