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I have created a customer portal with screens that display customer account information. How do I set up a "pay now" screen? what tables and fields should data be pulled from? is there a template or do I need to create a table from scratch? Do I need to set up the payment gateway first?

Paul This is really great news!

Hello! I am trying to figure out in a string of actions how to either update or delete a specific record in a grid. I have a string of actions that inserts a new record into the estimateline grid on the estimate and enters a subtotal from the estimateline grid. I am trying to figure out how to update or delete and add back the same record once ...

Ok that's great news! I won't be doing actual estimates until March, but I would like to be capable ahead of time. HTML will definately make the estimates look more professional and polished.

I'll answer to this. There is no way to put HTML into the current report designer.  I have been down the same path as you, and know your frustration.  I have put HTML into a "lab version" and it works beautifully.  Unfortunately, the lab version won't be able to go out until we do an overall component upgrade, ...

I read a post dated 2009 about a possible update to Report Designer 9. After many hours of trying to customize a report, I've discovered that there is no way to put HTML into reports. The post I read confirms this, but mentions the capability in RD9. I'm trying to create a highly customized, detailed and attractive estimate template ...

I put together an inventory adjustment, compiling about 145 adjustments.  I was saving periodically through the changes.  At one save attempt though, a window appeared, saying: "This order cannot be saved. The version of your accouting software does not support edits on this list or transaction from 3rd party ...

Look out bit.ly! Watch your back goo.gl! Method Integration now has a URL shortener of its own: MIurl.cc! Ever since Twitter, FaceBook and LinkedIn status updates introduced the need to say a whole lot in as little as 140 characters, URL shorteners have been all the rage.  The purpose for a URL shortener is traditionally to make a ...

Hi joannevega, Thank you for notifying us about this error. We will make sure this error is fixed in next version of Outlook Plug-In.   Victor

Bryan, It’s possible to do but you would need to do some customize. You could create new fields in the customer table to track the defaults and have those populated when you select which customer you want to create an invoice for or if you want to get fancy you can even set it up so that it pulls the settings from the last invoice that was ...