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/17514.aspxTue, 14 May 2013 20:41:56 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:17514Method_Jason0http://forums.method.me/cs/forums/thread/17514.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=17514<p><span id="mce_0_start" style="overflow:hidden;">Hi Darryl,</span></p> <p><span style="overflow:hidden;">To add to my last post, you can <span id="mce_27_start" style="overflow:hidden;">also&nbsp;</span><span id="mce_35_start" style="overflow:hidden;"></span>change the<span id="mce_35_end" style="overflow:hidden;"></span> report <span id="mce_26_start" style="overflow:hidden;"></span>generated by going to your <span id="mce_5_start" style="overflow:hidden;"></span><strong>CRM_PreferencesReports<span id="mce_5_end" style="overflow:hidden;"></span></strong> screen.&nbsp;<span id="mce_4_start" style="overflow:hidden;"><span id="mce_7_start" style="overflow:hidden;">You can find this screen on the default <span id="mce_28_start" style="overflow:hidden;"></span><em><span id="mce_30_start" style="overflow:hidden;"><span id="mce_37_start" style="overflow:hidden;"></span></span>Estimates<span id="mce_28_end" style="overflow:hidden;"><span id="mce_30_end" style="overflow:hidden;"></span></span></em> and <span id="mce_32_start" style="overflow:hidden;"></span><em>Invoice<span id="mce_31_start" style="overflow:hidden;">s<span id="mce_32_end" style="overflow:hidden;"></span></span></em> screens by clicking <span id="mce_9_start" style="overflow:hidden;"><span id="mce_10_start" style="overflow:hidden;"></span></span><span id="mce_11_start" style="overflow:hidden;"></span><em>More Actions... <span id="mce_22_start" style="overflow:hidden;"></span></em><span id="mce_22_start" style="overflow:hidden;"></span>a<span id="mce_22_end" style="overflow:hidden;"></span><em><span id="mce_21_start" style="overflow:hidden;"></span><span id="mce_18_start" style="overflow:hidden;"></span></em><span id="mce_18_start" style="overflow:hidden;"></span>nd then&nbsp;<span id="mce_18_end" style="overflow:hidden;"></span><span id="mce_8_start" style="overflow:hidden;"><em>Customize Print Templates<span id="mce_14_end" style="overflow:hidden;">...</span></em><span id="mce_9_end" style="overflow:hidden;"><span id="mce_10_end" style="overflow:hidden;">.&nbsp;<span id="mce_36_start" style="overflow:hidden;"><span id="mce_38_start" style="overflow:hidden;"><span id="mce_39_start" style="overflow:hidden;"></span></span></span></span></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;">Jason</span></span></span></span></span></span></span></span></p>http://forums.method.me/cs/forums/thread/17510.aspxTue, 14 May 2013 19:20:38 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:17510Method_Jason0http://forums.method.me/cs/forums/thread/17510.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=17510<p>The support team received this email: <span id="mce_5_start" style="overflow:hidden;"></span><em>Can I modify the invoice PDF provided on the customer portal? If yes, where&rsquo;s the menu item? If not, is this a custom job that&rsquo;s available?<span id="mce_4_start" style="overflow:hidden;"><span id="mce_5_end" style="overflow:hidden;"></span></span></em></p> <p><span id="mce_7_start" style="overflow:hidden;">Darryl, <span id="mce_20_start" style="overflow:hidden;"></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;">Yes! You can <span style="overflow:hidden;"></span></span></span>definitely<span id="mce_29_start" style="overflow:hidden;"> mofify this report.&nbsp;</span>We offer a program for free called the<span id="mce_8_start" style="overflow:hidden;"></span> <span id="mce_31_start" style="overflow:hidden;"></span><em>Method Report Designer<span id="mce_8_end" style="overflow:hidden;"><span id="mce_31_end" style="overflow:hidden;"></span></span></em>.<span id="mce_21_start" style="overflow:hidden;"></span>&nbsp;<span id="mce_9_start" style="overflow:hidden;"><span id="mce_10_start" style="overflow:hidden;"></span><a href="http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&amp;article=Report-Designer&amp;id=271" target="_blank">Click here<span id="mce_10_end" style="overflow:hidden;"></span></a> to <span id="mce_33_start" style="overflow:hidden;"></span>view<span id="mce_33_end" style="overflow:hidden;"></span> an article with th<span id="mce_34_start" style="overflow:hidden;"></span>e d<span id="mce_35_start" style="overflow:hidden;"></span>ownload link and some useful tutorial videos<span id="mce_0_start" style="overflow:hidden;"></span>.&nbsp;<span id="mce_14_start" style="overflow:hidden;"><span id="mce_22_start" style="overflow:hidden;"></span>The invoice report<span id="mce_37_start" style="overflow:hidden;"></span> in the Contacts Po<span id="mce_38_start" style="overflow:hidden;"></span>rtal is called <span id="mce_15_start" style="overflow:hidden;"></span><strong>Invoice (Product)<span id="mce_15_end" style="overflow:hidden;"></span></strong>.<span id="mce_23_start" style="overflow:hidden;"></span>&nbsp;<span id="mce_17_start" style="overflow:hidden;">Feel free to post here if you need <span id="mce_18_start" style="overflow:hidden;">some tips of how to use the program.&nbsp;<span id="mce_39_start" style="overflow:hidden;"></span></span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;">Jason<span id="mce_19_start" style="overflow:hidden;"><span id="mce_40_start" style="overflow:hidden;"></span></span></span></span></span></span></span></p>