Search results by user ID 2139

Re: Adding an activitiy...

Ron Soukup — Tue, 23 Sep 2008 21:37:18 GMT

That's seems to have remedied the situation. And it was very slow the first time it loaded.

I checked both the Sales Center and the Call Center and was bale to access the info throught he Go to... link. But, when I clicked the same link within the Customer List in the Transactions/Activities tab a popup window appeared saying >>Enter actions for this row in the designer.

I suppose I need to edit that screen now...

Re: Adding an activitiy...

Ron Soukup — Tue, 23 Sep 2008 14:28:37 GMT

How long is an "acceptable" time to wait? I waited for 10 minutes and still nothing...

The Activity is listed as an Incomplete Activity with a type of Email sent and status In Progress, is there any other helpful information I may be able to supply to you assist you in resolving this?

Re: Adding an activitiy...

Ron Soukup — Fri, 19 Sep 2008 18:27:44 GMT

Actually I was in the Sales Center Dashboard and clicked on My Activities. I then clicked the Go to.. for the listed activity which popped up the Add/ Edit Activity window. That was the blank window I was referring to.

QB Server

Ron Soukup — Wed, 27 Aug 2008 16:47:24 GMT

Has there been any consideration for the larger companies running the QB Database Server Manager hosting the files across their network? In other words...can the Method Integration Engine listen on the server and push the info up to the web without having a copy of the QB program running on the server? (which we don't)

Re: Third Party Portal

Ron Soukup — Tue, 12 Aug 2008 12:34:24 GMT

I'm bringing this back to the top, because I can definately see the value of this portal...

I'm not sure what I'm doing wrong here, but I chose the default portal in the Third Party portal tab and applied the html to our website by creating an enitely new web page called ../Cust_login.htm

I can login successfully but the landing page after logging in is blank. I was guessing it would look like the Customer Portal tab within Method (shouldn't it?) http://www.emeraldlawns.com/Cust_login.htm

Multiple QB Companies

Ron Soukup — Mon, 11 Aug 2008 14:55:49 GMT

We have multiple QB companies with seprate company files. I have one QB file currently synched and would like to load a seperate QB file. What would be a best practice for using Method to access those companies separately.