Method Community

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 ...

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 ...