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Hello, Yes, you definitely can pull all customer information and make it available in a portal. However, to save you the trouble we already have a customer portal feature that comes along with the Contact Management pack.  Some help articles that might help you get ...

The following updates are now live for users of Method. Bug fixes QBO US - Fix an issue where custom fields are not syncing when added in Advanced version. Regards, Laks.

The following updates are now live for users of Method. Bug fixes Fix an issue where certain tags are not getting attached to entities/transactions. Regards, Laks.

The following updates are now live for users of Method. Bug fixes Fix an issue where certain fields are not visible in Customer, Vendor, Employee and Othername tables. Fix an issue where sync engine is not disconnected for inactive accounts. Regards, Laks.

The following updates are now live for users of Method. Bug fixes Fix an issue where Search is failing on Bills and Purchase Orders. Fix an issue where Sales transactions are not syncing with Shipping rate for QBO Australia. Fix an issue where Merging an entity is throwing an error. Fix an issue where sync is aborting when Bill ...

Hello Aswani, Looks like you are having issues with customization. Please find below our related help articles that might help you in resolving this issue. https://help.method.me/en/articles/2623521-loop-through-table-action https://help.method.me/en/articles/2565958-create-short-method-url-action For further questions ...

The following updates are now live for users of Method. Bug fixes Fix an issue where audit trail export datetime format is not matching the grid. Fix an issue where Invoice Ref Number is not populated for Auto Apply Payments. Fix an issue where discount is calculated incorrectly for transactions having group items with subtotals for ...

The following updates are now live for users of Method. Bug fixes Fix an issue where non printable group items are getting printed on Sales Order reports. Fix an issue where Subtotal is calculated incorrectly if there is more than one subtotal and a discount line item inbetween for QBDT. Fix an issue where amount is not updated to $0 ...

The following updates are now live for users of Method. Bug fix Fix an issue where Estimate List screen is not showing estimates in the right order for some accounts. Soap API Update API Web service URL page to denote 'To be Deprecated' endpoints. Regards, Laks.

The following updates are now live for users of Method New Feature QBDT - New action to Merge an Entity/Contact or Swap a Contact. QBO - New action to Merge a Customer Lead or a Contact. Regards, Laks.