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  • Re: Suggestions for Multiple Business Owning Customers

    OK, I did a search of the forum after doing a little reading and was able to get some results related to my question. Looks like this was asked by a few people, and the thread by viret56 shed some light on the topic. I'll need to make a custom table and screen to add multiple ship to address to a customer. I was able to duplicate what ...
    Posted to Method:Classic General Q&A (Forum) by RyanR on 05-07-2014
  • Re: Contact Portal Cases Not Updating

     Hey Ben, Your suggestions fixed all those problems, but now I have a couple different issues related to it. I've sent you an email with the info you need to look into this further. Thanks!
    Posted to Method:Classic General Q&A (Forum) by RyanR on 05-07-2014
  • Suggestions for Multiple Business Owning Customers

    We have several customers that own multiple businesses that we service (e.g. conveniece stores). Many of them pay from different accounts with different business names and addresses but all of their bills from us go to one central office. When we were just using Quickbooks, we could accomodate that by having one customer (one billing address) with ...
    Posted to Method:Classic General Q&A (Forum) by RyanR on 05-04-2014
  • Contact Portal Cases Not Updating

    Hello! I'm very new to Method and have spent the last 2 weeks pouring over all the information available on it. I'm running into a problem with the contact portal. Specifically, if I email a customer a link to their portal and they submit a quesiton (start a case), I'm finding that my reply to the customer is not being shown in their ...
    Posted to Method:Classic General Q&A (Forum) by RyanR on 04-30-2014
Page 1 of 1 (4 items)