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I am trying to figure out how to customize the Sales Receipt simply by adding one field that will sync with QBO. That field in QBO is the "Division" field (Business Tracking). I realize that I could link the CLASS field, but I need DIVISION. I don't see that field listed on the Supported Objects ...
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Adam,
sorry, only just picked this up. Everything seems to be working now. I copied the screen again and started from scratch. I suspect it was an error I had introduced.
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Is it possible to print line items from a sales order in an email template.?
I'm looking to adapt the default sales order screen to use in a booking system. Line items will represent individual bookings. I need to print line items (selectively) in a booking confirmation email and include fields from the item table itself.
Thanks in advance.
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Mary,
Sorry for the late reply. I'd go to Outlook Options > Add-Ins and make sure the "Method Integration Outlook Add-In" is active.
- Adam
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Hi,
There is no function in the gadget to send an email from Method. You could reply to the message from Outlook, and log the sent message as an activity as "Email Incoming & Outgoing" type and include both email and the reply.
- Adam
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Hi dottie,
The easiest way to do this would be to create another grid on your screen based off the CreditCardCreditLineExpense table and include the same fields as your Bill Line Expense grid. If I'm not mistaken this will show what you're looking for.
- Ashur
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April,
Thanks for the suggestion!
- Adam
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Correct. You cannot see another user's calendar through the Gmail app. I don't know the specifics of what will be added with the new mobile app, but I will try to find out and post back.
- Adam
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I created a grid with the help of a consultant based of the table BillLineExpense which is coming from the vendor screen into the editcustomer screen, as a separate grid under the transaction grid. This grid indicates the job material purchased per the specific job on the screen from the expense line item in the vendor screen. The fields I am ...
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When I log an activity via the outlook plug in, is there any way to log that incoming email and also hit a check box to send an email at the same time like with New Activities screen within Method itself? Essentially I want to log both the incoming email and the outgoing reply in one effort so I have documentation of both.