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Hello Stuart,       There are videos on the Report Designer.  They are now located in our Help Centre and have been converted to Youtube videos.  You can find them here.      I believe what you are looking for is not in the Report Designer.  It is actually a table relationship ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Customer Improved (#4803) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO) Edit Customer Improved (#4803) - Added BillAddressLine4, ...

Thank you Mark and Ben.  I will look into the Custom Portal and see if it's something that could eventually replace Formsite. Meghan

Hi Meghan, Meghan, I did look at the webform site you provided in your first post, and I have to agree with everything Mark has already said, thanks for the help Mark.  The URL post method used by formsite website you are talking about is essential what Method is using in our own webforms.  This is how Method retreives the data ...

Sounds like some sort of Method portal would work well here.

Aloha Everyone, I appologize in advance for posting this question, but I am new to method and to the forums. We have developed a very custimzed application for use in our student enrichment center using MethodCRM which is mostly modified existing CRM screens where much of the CRm cabpabilities have been removed to simplify the use for the office ...

Hi John M, We're a small landscape company, we turn out great work.   We want to increase our size, efficiency and profitability.  You seem to have some mastery of using Method in our business.  Is what you've developed something another company could adopt & use?  Thanks! Will ...

Thank you for your response.  However, unless Method can do conditional web forms which only display certain fields according to certain answers (which it may do - I haven't looked into it yet), and allow for these private forms to be accessible by our clients via secure login with the option to save their place and finish the form ...

Hi Meghan This is currently possible using a proxy web service but that's not trival to setup. However, this functionality is largely built into Method as a Web-to-lead form. Using a web-to-lead form eliminates the need for formsite. HTH

Anyone know if it's possible to integrate formsite results with Method using this: http://www.formsite.com/documentation/integrations/server-post.html Probably a long shot... but Formsite is very powerful and it would be huge to have it integrate with Method. Thank you! Meghan