http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/12630.aspxTue, 05 Jun 2012 20:26:04 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:12630Anonymous0http://forums.method.me/cs/forums/thread/12630.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=12630<p><BLOCKQUOTE><div><img src="/cs/Themes/methodtheme/images/icon-quote.gif"> <strong>micheleh:</strong></div><div>Can I add fields that are needed for the central station but we don&#39;t need here and are not part of quickbooks? And - can that completed form be printed to PDF so I can &#39;attach&#39; it to that customer record in QB as well as e-mail it to the central station?</div></BLOCKQUOTE></p> <p>Absolutely. &nbsp;This is the beauty of Method CRM, you&#39;re able to collect data QuickBooks can&#39;t and keep it with the customer (inside our database). &nbsp;Printing the data to a PDF to attach to an email can be covered with a few simple functions, Generate Report followed by a Send Email action. &nbsp;These functions and more are covered in our <a target="_blank" title="webinar" href="http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx">webinars</a>&nbsp;(Intro to Actions - Level 2 has the generate report coverage). &nbsp;Please post back if you have any other questions.</p> <p>~C</p>http://forums.method.me/cs/forums/thread/12600.aspxMon, 04 Jun 2012 16:47:33 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:12600micheleh0http://forums.method.me/cs/forums/thread/12600.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=12600<p>We are moving into the Medical Alert market. there is a form that the coach gave us to have in front of us to complete while on the phone with the customer. this information is 90% in quickbooks. &nbsp;I know I can use the fields in the CRM area and make most of the form online so it can be entered only once and there wont be hand writing issues. &nbsp;Can I add fields that are needed for the central station but we don&#39;t need here and are not part of quickbooks? And - can that completed form be printed to PDF so I can &#39;attach&#39; it to that customer record in QB as well as e-mail it to the central station?</p> <p>WHEW! a lot i know but it would working so much smarter and not harder if this could work.</p> <p>&nbsp;</p> <p>Michele</p>