Method Community

I believe knigherrant is having trouble with authenticating for use with API. Is the best practice to have a separate account for the website?

Thanks for the help Justin. I just bypassed the issue by using a grid rather than a dropdown; I'm not sure why but I had some serious problems trying to retrieve shared values and inputting them into the screen.   If I run into this issue again and I can't get around it I'll be sure to make another post. Thanks again for the ...

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 

That is how I have it now, but I want the choice to show it or not show it without having to change invoice templates

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 ...

correct

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

How would I insert the customer's previous balance to the invoice screen so I have a choice to show it or not in the templates?

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 Chris, Yes i want to do it via API. also we want modify the "IsLeadStatusOnly" via API. but methord it need "strDeveloper and strDeveloperGUID" i can't find it Please help Thanks