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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: ...
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Greetings,
I changed quickbooks invoice terms to a Net15. When i processed my monthly invoices its showing Net30. I was hoping quickbooks would change method to net 15. Any ideas?
John M
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Greetings,
CRM 2.0> Customer and Contacts list> Edit Customer>Contacts.
I have a few customers that have two conacts. The first name will not show in the conacts grid. When i click on edit conact it talkes me to a screen and the conact name is there. Whats strange is it will apear in the grud and if i come back ...
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Sounds good. I'll look forward to hearing back.