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Do you have updated online user manuals for the new Method CRM screens? I am particularly interested in getting questions answered about Contacts & Customers and the best way to search for them. Please advise.
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@pdirect
One more option is use our import/export tool (under Customize > Integration Tools) to export all customers. You can simple use the functions in Excel to filter the list with your requirements.
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@pdirect
A simple way to produce a Customer list with a certain "Customer Type" is to build a grid from a Customer table and filter it by "Customer Type". You can customized a new or old screen to get this information.
Now the question is how you need this information. There are actions to export the Grid to ...
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I have the Outlook integration running successfully on a Win 7 64 computer as a local admin user (Outlook 2010).
I have added the computer to a SBS 2011 Essentials domain and added a user with Standard privileges. I can't get the integration to show up in this Outlook (Same hosted Exchange account as local admin is using)
Install on ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Invoice
New (#3454) - on invoices you can now enter the amount for shipping into the “Shipping” field. Previously we were unable to write to this field but IPP(“Intuit ...
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I'm wanting to export a list of all customers that have been assigned a certain "customer type". Is this possible with Method and if so, how would I go about that?
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I had the watermark as a GIF, switched to a JPEG and everything works now.
The GIF version would export fine (watermark visable), but would not show in 'live' report.
Thanks for the help!
Garrett
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@bcr_garrett
Please see the enclosed illustration for the location of the Watermark feature. What format are you loading the Watermark image?
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I am using this technique as well, but can't get the watermark to display when running the report - or when printing. I hope it is just a setting I am missing because the potential is great. Any advice?
Thanks,
Garrett
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That should do the trick - thanks!