Search results by user ID 5927

Re: Will emails sent from within Method be sent through/synched with Outlook?

jsenick — Wed, 23 Mar 2016 18:53:13 GMT

[quote]

I wanted to chime in here since this already works on my end even with the Outlook plugin. I went into Method to send an email using one of our email templates, once the email was sent to the customer (my sample "Amy Smith" must hate me) I went back to Outlook and the email does appear in the sent items folder.

Here's the trick, it's for the email address that is being used to authenticate the account (Customize >>> My Account) … unless you over-ride this for the individual Method user that is logged in (Customize >>> Users >>> Step 2 of 10) then it will use that email address.

[/quote]

We are not using the Outlook plug-in. But can you clarify - Does this mean that only one email address per Method Company account will see email messages sent via Method populate their sent folders with a copy of the message sent? In other words, any Method user accounts who have their email settings overridden on a per account basis will not have a "sent items" copy of messages sent from Method?

James Senick

Re: SQL override in custom grid. Combine two fields into one

jsenick — Mon, 12 Oct 2015 12:26:51 GMT

You could also try using viewaccCustomer.fieldName or viewaccEntity.fieldName when referencing QuickBooks specific tables.

Reference forum post: https://www.method.me/cs/forums/t/5538.aspx

James

Re: Problems with RCN and AT&T?

jsenick — Sat, 26 Sep 2015 18:25:41 GMT

Just a thought... Maybe Try using Google dns instead of your isp's DNS.

8.8.8.8 and 8.8.4.4

Re: Error posting WebForm server-side using ASP Classic

jsenick — Thu, 24 Sep 2015 19:02:25 GMT

John,

We've had multiple issues with Method's SSL certificate being verified by ColdFusion which is Java based. The solution, multiple times per year, has been to re-import Method's SSL certificate into the Java trusted keystore. After the Amazon move, this has been a bigger hassle. I believe, yet have no proof, that this is due to Method now forcing an SSL connection for Web to Lead forms regardless of whether https is used in the actual submit URL. Anyway, asking the host if GeoTrust WildCard or SAN SSL certificates are recognized might be a starting point if the problem is indeed on the host's side.

Again, I'm using ColdFusion. But here is a link for reference:

http://www.trunkful.com/index.cfm/2015/5/29/Wildcard-and-SAN-SSL-with-CFHTTP-in-ColdFusion

Only other thing that comes to mind is if your site is actually using a Wildcard or SAN SSL certificate and possibly not recognized by Method. Just a thought.

Good Luck. The first time this happened, it took me weeks and much grief from my client before I stumbled upon solutions.

James

Re: Error posting WebForm server-side using ASP Classic

jsenick — Thu, 24 Sep 2015 18:11:44 GMT

Sorry to hear that Roper.

Our code looks something like this sans the actual form and the resulting variable formatting code...

<cfset variables.methodURL = "http://www.methodintegration.com/MethodWebForms/submit.aspx">
<cfset variables.methodOID = "xxXXXxxx">
<cfset variables.methodRetURL = "http://www.ourSite.com/thank-you.cfm">
<cfset variables.methodFormName = "WTL-xXXxx01">


<cfhttp url="#variables.methodURL#" method="post" timeout="5" throwOnError="no" redirect="no" compression="none" charset="utf-8">
   <cfhttpparam type="header" name="Referer" value="http://www.ourSite.com/formPage.cfm">
   <cfhttpparam type="FormField" name="oid" value="#variables.methodOID#">
   <cfhttpparam type="FormField" name="retURL" value="#variables.methodRetURL#">
   <cfhttpparam type="FormField" name="formName" value="#variables.methodFormName#">
   <cfhttpparam type="FormField" name="Name_Step2" value="#builtCustomerID#">
   <cfif prefixClean NEQ "NA">
   <cfhttpparam type="FormField" name="Salutation_Step2" value="#prefixClean#">
   </cfif>
   <cfhttpparam type="FormField" name="FirstName_Step2" value="#firstNameClean#">
   <cfhttpparam type="FormField" name="LastName_Step2" value="#lastNameClean#">
   <cfhttpparam type="FormField" name="ShipAddressAddr1_Step2" value="#writtenName#">
   <cfhttpparam type="FormField" name="ShipAddressAddr2_Step2" value="#addressClean#">
   <cfhttpparam type="FormField" name="BillAddressAddr1_Step2" value="#writtenName#">
   <cfhttpparam type="FormField" name="BillAddressAddr2_Step2" value="#addressClean#">
   <cfhttpparam type="FormField" name="ShipAddressCity_Step2" value="#cityClean#">
   <cfhttpparam type="FormField" name="BillAddressCity_Step2" value="#cityClean#">
   <cfhttpparam type="FormField" name="ShipAddressState_Step2" value="#stateClean#">
   <cfhttpparam type="FormField" name="BillAddressState_Step2" value="#stateClean#">
   <cfhttpparam type="FormField" name="ShipAddressPostalCode_Step2" value="#zipCodeClean#">
   <cfhttpparam type="FormField" name="BillAddressPostalCode_Step2" value="#zipCodeClean#">
   <cfhttpparam type="FormField" name="ShipAddressCountry_Step2" value="USA">
   <cfhttpparam type="FormField" name="BillAddressCountry_Step2" value="USA">
   <cfhttpparam type="FormField" name="Email_Step2" value="#emailAddyClean#">
   <cfif phoneClean NEQ "NA">
   <cfhttpparam type="FormField" name="Phone_Step2" value="#phoneClean#">
   </cfif>
   <cfhttpparam type="FormField" name="Campaign_Step2" value="#newJCode#">
   <cfhttpparam type="FormField" name="Campaign_Step4" value="#newJCode#">
   <cfhttpparam type="FormField" name="Campaign_Step5" value="#newJCode#">
   <cfhttpparam type="FormField" name="OCampaign_Step2" value="#newJCode#">
   
</cfhttp>

Hope this helps.

James

Re: Error posting WebForm server-side using ASP Classic

jsenick — Thu, 24 Sep 2015 13:00:45 GMT

I am trying to post from my phone which is extremely frustrating. So, I apologize for this being difficult to read. One thing I try first whenever my web to lead forms fail is to change the method submission URL from https to http or vice versa. I don't think it applies here. But I'm throwing it out there just in case.

James

Re: Error posting WebForm server-side using ASP Classic

jsenick — Thu, 24 Sep 2015 12:51:25 GMT

The error you are receiving is the same as you would encounter if you were to visit the sbmission url directly without form data. Method is basically saying that it can't verify from where the firm is being submitted.

The standard "is it plugged in" type questions may apply:

Is the domain name that submits the form listed in the appropriate web to lead form wizard step?... seems like step 2 or 3

Is the oid correct?

Outside of that, I use a referrer header as part of the form which may or may not help. Also, I don't think it affects your current error. But I believe the firm field you have as redUrl should be retUrl. I don't have my code in front if me to verify.

I am not well versed in asp. My code is all coldfusion. But I'd be happy to share what I have working if you do not get a solution by the time I get in to work today.

Good luck.

James

Re: SQL overrides on grid fields

jsenick — Tue, 22 Sep 2015 18:58:26 GMT

Using viewaccCustomer.fieldName was the answer you needed as discovered by MikeH and confirmed by MethodGreg. I just found this golden nugget of info.

James

Web to Lead Forms not working since Amazon move

jsenick — Mon, 24 Aug 2015 20:03:48 GMT

None of my web-to-lead forms are working correctly since Aug 22. I have several web-to-lead forms on two different domains. I have also placed several test form submissions today without a single lead coming through on the Method side. Everything appears to work on my end, yet leads are not received by Method. I have error emails turned on but have yet to receive one during this time frame. Did the submission URL change? Something else?

James Senick

Jamestown Stamp Company Inc.

Additional Notes from QBE 2015

jsenick — Wed, 13 May 2015 17:59:16 GMT

Hi all,

Our QuickBooks users are making use of the new multiple notes and pinned notes features of Quickbooks Enterprise 2015. Currently, new notes added via QuickBooks are not seen by our Method users, causing much confusion. As best I can tell from the Entity table's field list, these notes would be referenced by the Notes, AdditionalNotesRetNoteID, AdditionalNotesRetDate, and AdditionalNotesRetNote fields. (http://doc.qodbc.com/qodbc/usa/TableDetails.php?tableName=Entity) However, I cannot see them in the Entity table's field list from Method. Has anyone run across solutions to accessing these fields via Method screens?

-James