Method Community

Ben, great news. Nobody had noticed that option at the bottom.

Jason, thanks for the reply. Yes, I'm using merge fields to replace fields from the EstimateLine table, but I'm guessing this will only pull through the first record found that matches the filter.

Hi Jason Thank you for the information i did do some research on paypal but it turned out that non FNB (bank in SA) customers cannot make payments online. Ill check with online credit card company’s in SA if they support Authorize.net emulation and as soon as I get more info ill post it here Thank you

Hi ecoxotic, You won't be able to remove these fields from the screen entirely.  These are needed in order to sync the estimate over into QuickBooks.  You can however hide them in the grid so they don't show. See below: Hope this helps, - Adam

Can you show me how you are setting up your Insert action? Perhaps with a screen shot of the action properties?  I'm wondering if you're taking a value and putting it in the wrong field (for instance, putting a text value in a field that's expecting an integer). The three required fields for the SalesReceiptLine table are Item ...

Hi Andrew,  Are you using merge fields to bring date fields and estimate line items into the email template? I'm not sure what you mean by how multiple line items are displayed on an email template, can you elaborate a little more on what your end goal is? I'll have to look into how to format the date ...

In the app, you have a Customization tab, from there an Integration Tools tab, from there a link that says Web Forms that allows us to create a web form that we can use to upload records to the system, from an external page. That's alll very simple and works just fine.  But as part of that upload, along with the simple data like name ...

I am getting this Error:There was an Error during insert records into table.

Schalk,  After further investigation, I found that PayPal doesn't directly support the ZAR currency. For credit card transactions, the currency would have to be converted from a supported PayPal currency. There is some hope though as Method supports Authorize.net emulation. If you can find a merchant account that works in South ...

Are you getting an error or is nothing happening?  If there's no error, it may just be that the grid is not showing the insert. If you refresh the grid, if an insert was successful, it will show. I'd also make sure you are setting the right value for SalesReceiptRecordID.  You should be using "Value from Screen" ...