Method Community

One option is to create a grid with the fields you want to use and then export the grid to excel. That should allow you to mail erge in Word. It also gives you the ability to filter the grid to only have the desired customers.

Is there a way to generate a Microsoft Word document using Customer fields from Method? I need to generate printed letters with our logo, etc. for certain customers using templates I created long ago in Word. Thanks, Fred

John- You can't copy just the actions of a button from one account to another you would have to copy the screen. There is a way to email yourself a printable summary of the screen, which is useful in many cases. When editing a screen right click in the designer area and select Show Summary. -Michael

Greetings, Just wanted to double check.  There is no way of copying or moving or printing out a paper copy of the buttons actions, correct? So I could transfer those the new buttons to the new account. I dont want to transfer or copy a screen, just the button.   Thanks  

mlepitt- Maybe the default templates email templates were changed. If you go to the Invoice screen and click Print... > Customize Templates and click the Defaut Email Templates tab, do the templates here look correct? Did the user make a Payment or Add/Edit a contact? Maybe they did and the wrong email template was set. -Michael

Tscotto- This issue should now be resolved on the standard screen. If you click the Settings & Preferences link in the dashboard, and click on the Mapping tab in the window that pops up you should see an option for Include first address line when plotting addresses?, which by default is unchecked, this will toggle if the first line is ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Case  List Improved - the “Details” column has now been relabelled to “Assigned To / Origin / Status”. (QBD & QBO)   Improved - the “Customer / ...

John- [quote user="John M"]1. I looked around my method account and in here on how to get link qbo to method and i could not find anything. Do i need to call this in for instructions?[/quote] When you sign up for QBO you will have access to install Method through the Intuit App Center. [quote user="John M"]2. If I am using a ...

Greetings.   I am looking at moving my quickbooks desktop 2009 data to their online version. 1. I looked around my method account and in here on how to get link qbo to method and i could not find anything. Do i need to call this in for instructions? 2. If I am using a custom field in items (from the qbd) and i have a report that is based ...

That worked.  I did find that user logged in at 9:56PM and the email went out at 10:01PM, so I feel fairly certain somehow it was caused by an action by the user in the portal.  He was overdue, so it was accurate - just poorly implemented.