Method Community

Did you ever get anywhere with this?  I think we would like to do something very similar. 

Hi Justin,  Thank you for responding, in response to your answer. Is it possible to submit mutliple web-to-lead forms? Meaning if we do have that feature, and have the toggles, can we have one submission button at the end that will submit all the forms? If so, how will the toggle forms know where to submit the data and to what ...

Hi mrojas, This currently isn't possible. If you wanted to do something like this, you'd have to create multiple Web-To-Lead forms. You could have a dropdown on your website that toggles between them, handling the logic on that side. Hope this helps. - Justin

Hi Alex, The Transaction table is a combination of all the separate transaction tables. You can find a list of QuickBooks Desktop transaction tables here. This table only contains the following key fields for the tables mentioned in the above link: So for tables that are mentioned in the list, the above fields will be ...

Hi Alex, We don't have an action for this, but you can use our Import / Export Tool to import data from a CSV file. Take a look at this Help Center article. You could give your users access to the API and the tables they need to use through it, and create a screen with a grid to show the information they're importing. Hope ...

I was just looking for some reccomendations/options for reading Method data in MS Access in order to use Access to generate custom queries and reports.  Altneratively, is there anything in Method Report Designer that  allows queries to be built?  That would actually be a preferable solution but in my work with Report Designer so far ...

Okay, now we have a serious problem. The ReceivePayment records are now NOT syncing to the desktop at all. Will someone please take a look at this? Previously, there was some kind of server misconfiguration preventing customers from being sent to the desktop. I'm guessing this is a similar issue. To be clear, the issue is no longer the need ...

Hi All, I read from previous post regarding "Transaction" table like: === The "Transaction" table is a special "combined" table in Method that merges together some of the key fields of all the transactions tables (like invoices, payments, sales receipts, etc.).  Unlike other tables, the Transaction table does ...

Thanks Chris for your response and we really appreciate your help since we're behind by quite a bit on this project already. Currently we're trying to nurture our customers through the sales process via our company website. We want to create "leads" based on a user's profile details in our Joomla site (who are not already ...

Hi Mahlon, We're looking into this, I'll keep you posted through this forum thread. - Justin