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Matt - my advice: hold off. This is a project that we have been working on since September. We're only a week or so from bringing everything to life.
You'll notice that all the big blog posts from September forward have been about big releases that were all needed for this, including payment gateways, UI improvements, ...
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Matt - there is already a pre-built web forms feature for Method, that does exactly what you are saying and a whole bunch more. And it is free.
Read my blog post from October:
http://www.methodintegration.com/cs/blogs/methodblog/archive/2010/10/08/method-web-to-lead-forms-unveiled-at-isp-summit.aspx
Keep in mind that it is ...
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Is there a process to have a web form integrate with method and have the information put into specific fields and create a customer lead? If so How?
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This is very strange. I was able to use the mobile app on my HTC touch pro using 6.1 on my wireless network at home with no issues. I was able to log in and all the screens worked great. I called Verizion up to get the dataplan going and as soon as it started I was not able to go any of the mobile pages or any of your secured sites. I tried ...
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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?
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Paul
This is really great news!
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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 ...
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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.
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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, ...
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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 ...
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