Method Community

Hi Kevin, Have you taken a look at the Report Designer section of our Help Center? Once you've designed the report, you'll want to use the Generate Report action in Method to generate your report with the appropriate parameters. Hope this helps. - Justin

Hi John, This feature has not been implemented yet. Subscribe to to the Releases and Updates and App Updates posts in this forum to keep up to date on any new features as they become available. :) - Justin

Hi Allison, Method is designed to sync bidirectionally with QuickBooks, trying to change this functionality would likely lead to issues. - Justin

Hi Mike, Would you be able to create a test portal with a copy of the same screen, except make the read-only fields editable? Create a few test Customers / portal logins and see if the issue still happens. If it's still happening, I'll need to know more about how your screen is set up. - Justin

Hi hkui, I did experience this issue a few weeks ago with one of my accounts, but I was unable to replicate it when I tested it last night. If you feel like it, give it another shot and see if it's still not working. - Justin

Hi Mahlon, I'll check whether or not this is the intended workflow. To confirm, this is with Method:New that you're experiencing this change, correct? - Justin

Hi industrialrobotix, Happy to see you've got it working now. - Justin

Sign-In Update: We're aware some users are experiencing issues w/ portals. We're on it & have a work around here: http://goo.gl/OkNZ8L 

Hi Allison, Contact is a required field, there is no way to do this. Customers need a Main Contact to sync with QuickBooks, so Leads do as well, since they'll eventually (hopefully) be converted to a Customer. Hope this helps. - Justin

Hi Mahlon, I've created a support case for this issue, one of us will reach out and take a look with you. - Justin