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How do I make the email body bigger in any screen, so I dont have to scroll down so much?
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It looks like the problem has been resolved. That editing for customer links has to be done in QBO. I do wish there was a warning or a fix for this. This can happen so easily.
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Thanks for the help. I am going to try this today.
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Currently we don't have anything like that setup in Method, however this may be something that will be possible down the road. If I find out more information about this I'll let you know by updating this thread.
- Ashur
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Hi Marcelo,
You can use the Customer Type field as needed but when it comes to sending out renewal letters then add those tags to the contacts. Tags are generally a better categorization then fields. Check out our Tags Help Center article for more info. Hope this helps!
- Ashur
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I want to create a screen to set defaults for my services, can anyone guide me in the right direction?
For example,we have a service called WEEKLY MAINTENANCE, it is a recurring service, to be invoiced type, starts april 15th, ends november 15th, renews every year, ect. I want to set all this info only once, so everytime I schelude this for a ...
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Grif,
I just responded to you be email. Please let me know when you're free.
- Ashur
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I am a new user, and I want to slowly to convert from the software that I use now to method.
I have been reading about tags, and I am not sure if I should use tags or create a new field in the customer screen to divide the customers in different types (commercial, residential,etc).
What is better in this case?
The customer types will be use ...
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Lets say I have two types of customers, commercial and residential. The software I use now (QXpress) allows you to filter the residential customers, create a list and memorize it.
Then I can use the memorized list to filter anything I want like invoices, estimsates, reports, emails, letter etc.
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OK...this is driving me crasy and causing all kinds of problems. Every time there is a QBO sync's occurs somemore customers are inactivated. I have to run the activate program every day +. I think it is causing more problems than I have even figured out yet. HELP!!!!!!!!!!
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