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Converting Estimates to Budget / Contracts
A new Estimate screen (tab-link) added
to create Estimates and quickly convert them to Budget / Contracts.
Budget / Contacts
New feature to load templates
(described in detail below).
Platform update now ensures budget
lines with decimal values will display when creating an invoice from ...
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Michael,
Sounds like a plan. I will get back to you about having you do this project.
John M
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John-
This should actually be live, let me know if you still experience this issue.
-Michael
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John-
Currently there is no way to do this but it can be customized to do this. If you do customize this in, I would recommend being very careful you don't want to email invoices to the wrong customers and be sure to take advantage of a new feature in the Generate Report action to make use of Filter Safegard and limit it to 1 ...
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Michael,
Yes I did
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John-
Thanks for bringing this to our attention. Just to confirm, did you upgrade to the new CRM and go through the final step to uninstall Method Full Blown?
-MIchael
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Hi John,
We have come across this issue and a fix has been put in place that should be pushed out to the live site soon. Once it is, I will update this forum post and let you know.
-Michael
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Greetings,
Is there anyway of sending selected invoices and have them get emailed out in method?
John M
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Found it! CRM 2.0>Customer Edit> Additional information tab> Terms.
That will work
John M
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Greetings
Found the following missing screens. These are all standard Method screens
Field Services>Dashboard> CRM Reminders>My Incomplete Activites: Not working
Field Services>Dashboard> CRM Reminders>My Incomplete Oppunities: Not working
Field Services>Dashboard> CRM Reminders>My Incomplete Customer Service Cases: ...