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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

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

Regarding:  "Knigherrant also asked, how do we find our "strDeveloper and strDeveloperGUID" for the API integration piece? (please reference lines for StrDeveloper here: https://www.methodintegration.com/MethodAPI/service.asmx?op=MethodAPICreateMethodAccountV3 )"  Are you trying to sign up new customers to ...

Are you able to modify the "IsLeadStatusOnly" to false ? 

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 ...

Hi Meghan, What you could do here is ask the user if they're already a customer/lead (ex. "Have you contacted us before?"), then have logic on your website that displays your Web-To-Lead form or a Contacts Portal login depending on their answer. Using a Contacts Portal, the user can login and open a ...