Method Community

Hi lzimmerle, The Method Integration Engine starts automatically with QuickBooks through a certificate installed in your QuickBooks company file. You can check for this in QuickBooks by going to Edit > Preferences > Integrated Applications > Company Preferences. There should be two Method applications listed here: Method ...

Hi Marcelo, Since you want to use two different templates, you'll need two separate Generate Report actions. This will result in a separate pop-up for each template, there's no way around that. To stop the second pop-up when there are no records to print for that template, you can set up some test flags. You'll ...

Marcelo, There are multiple ways you could go about this. You could have a flag (Yes/No value) on the invoice record that you could check to determine which template to use on a per-invoice basis. You could have a flag on the customer record and link it into the invoice table to do the same on a per-customer basis. Here's ...

Marcelo, You'd probably want to use a checkbox. If checked, use the template with the Previous Balance amount. If it's not checked, use whichever template is selected as default. - Justin 

Hi Marcelo, You can actually do this right in the Report Designer by adding a Calculated Field, there's no need to add it to your screen if you don't need it there. First you'll need to add your Customer's Balance as a linked field to the Invoice table via Customer. Then from within Report Designer, add a ...

Hi Marcelo, What do you mean by previous balance? Do you mean the current customer balance not including the invoice being displayed? Let me know. - Justin

Hi David, Sorry for the late reply. I don't think it's likely we'll integrate with Gravity Forms, especially with Method:New's Public Pages on the horizon. Public pages will give you much more power than a traditional web form since you'll be able to use actions to control what happens on the page. I'd ...

Hi Matt, Sorry for the late reply, we're looking into this. - Justin

Matthew, Essentially, you'd need a web form for each scenario. You'd have to code your toggles into your web page and display one single web form appropriate to their states. So, if the user selects Option 3 for Dropdown A and Option 2 for Dropdown B, show them the web form you have for that specific situation. ...

Hi John, You should be able to do this by adding a field with Field Type "Picture" to the Item table (where you will upload your item's picture), then linking that field into your EstimateLine table via the Item field. You should then be able to drag & drop the linked field on to your report in the Report ...