Method Community

Neil, Just so I understand correctly, you essentially want to survey customers based on the items the estimates are based off of.  Am I correct here?  If the info is already stored in a grid, it is already stored in a table. I don't see why you need to create a new table.  I am thinking you can store the recordID for each ...

Is anyone successfully using the Outlook plugin on a Windows 8 computer? 

Take a look at my example for the Send Email option. You'll notice when you click the Email To: dropdown list you're presented with 6 different choices. Here's a rundown of those choices. Type In - This one is pretty self explanitory; just type in what you want and this will be "hardcoded" to this specific ...

We received the following question from Angie: [quote]Can we include Contacts' address information in the List Builder so we can export the list and mail them cards?[/quote]Hi Angie, Yes this can be done through customization. You would first need to make a copy of the stock CRM_ListBuilder screen, then edit the ListBuilder grid and add the ...

I don't believe you can edit the values in that grid to only show active employees only. What you can do is edit the screen and add a second resource in Step 3: Choose Resources.  You can add the 'IsActive' field as an additional resource. You can then type "True" in the grid to show only active employees. - Adam 

Yes, we're using QuickBooks Canada. So if an item has a basic GST tax applied to it, but the invoice is in an HST province, the HST for the customer overrides the GST for the item on the invoice. The problem is that this doesn't happen for groups, and I don't think you assign a tax code to a group. The tax code for each item shows up ...

Are you using the Canadian edition of QuickBooks by any chance? The reason I ask is because the QuickBooks SDK is very picky for QB Canada (and I'm assuming other International versions) when it comes to this.  I don't remember all the rules around it but QB Canada has different rules then QB USA. What I mean by that is ...

Hi Suzanne, You will have to edit the "Save & Email" button of the screen to attach the estimate to the email.  First you'll need to add the 'Generate Report' action to the Save & Email button before the Send Email action.  This will create a pdf of the estimate (same as print preview) and ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Screen Tags - The new "Tag" field has been added to the Customer List, Lead List as well as the Contacts grids in the Edit Customer and Edit Lead screens. This will continue to be ...

No. All items in general have a tax code assigned to them (or I suppose they could be blank). When doing an order, QB/Method applies the customer's correct tax code to all items, overriding any existing/default/blank ones. The problem I'm having is that this does not happen for an item group.