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Hi David,
The functionality to automatically email customers with overdue invoices is not a part of the current version of Method. However, you or your credit manager can you use the List Builder feature to easily generate a list of invoices based on due date range, and then send an email template with the appropriate ...
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I would like to know if its possible to have Method CRM automatically email out a series of reminder emails to customers that are overdue on invoices? For instance, on the day any particular invoice is 5 days past due, an email is triggered, with a particular message, and sent to the billing contact on file. And then to have this same ...
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Perfect step by step instructions to accomplish this. Thanks Sam!
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That was the problem. It now works properly.
Thanks Jason !
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Hey David,
To accomplish what you are suggesting would require a bit of cutomization of several tables and screens. I can give you an idea of how to do this for Invoices, but this will work for Purchase Orders and Estimates as well.
Editing the Invoice Line Table
1) Go to Customize -> Tables / Fields -> Click ...
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A user was having trouble because his customized Customer List screen was not showing the active RecordID when Go To... was clicked.
Shohei,
Take a look inside the screen designer of your customized CRMQBO_CustomerList screen. Edit the Contacts grid and look into the actions of the Go To... link on Step 2 of 9. You should ...
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Hi David,
If you would like your custom field "SIC Description" to appear on Leads and Contacts screen we must first determine if it was added to the Contacts table.
Customizing the Contacts Table
Go to Customize -> Tables / Fields -> and click on ...
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David,
Try entering this text into the Format String field: {0:$0.00}
Jason
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Ashur,
that's a great help, many thanks.
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Thanks for the quick response. When i go to the screen you mentioned in the report designer the "Format String" box is blank. I clicked on the 3 dots button to the right of the box and selected currency and then clicked 'ok', however after doing that the field still remains blank. Am I missing something here?
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