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Also, can we post a payment while closing the work order from the calendar as the job is completed?
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Yes. We have some clients that we send a monthly statement to. Is it possible to just send statements of accounts with balances on a monthly basis?
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Michael,
I am already at 50%. Any other ideas?
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Michael,
I am already at 50%. Any other ideas?
Screen Optimization
Optimize for mobile device.
Section layout
Show In Sections Show In Tabs
Tab starts at Section 1 Tab starts at Section 2 Tab starts at Section 3 Tab starts at ...
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Would it be an option to hide certain transactions of 2011 once 2012 hits?
In particular, invoices and SO's. But we'd like to not have visibility on all the invoices and transactions that are getting to back up in Method. Obviously, they'll stay in QB, so it'd be a matter of not pushing them over.
Is this an ...
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Hi debwiddi,
Can you be a bit more specific on what you are trying to do?
-Michael
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I'm was a minute to late. [:'(]
Thanks for helping out Matt.
-Michael
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Hi Shelley,
When you edit the screen if you click on Advanced located next to the screen name at the top left you can change the size of the existing customers section by changing Left Side Section Show As.
Also why not try the New Method CRM?
-Michael
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Shelly,
When editing the screen, Click the advanced button in the upper left hand corner.
In the middle of the window, there is a dropdown that says "Show left side as" where you can set the % of the screen the lefthand grid should take up. Increasing that should solve the problem.
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How can I process statements on accounts for our customers?
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