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Hi Andy,
I’ve actually run into a similar situation where the print preview option does not always reflect a true print preview. Can you do me a favour by saving the report and running it in Method? Does it show up correctly there?
I can’t recall every step I took since it was a while ago, but I removed the field that was giving me ...
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I'm wanting to run the "Sales by Rep Detailed" report. I know I can assign this report to a specific user, but is there a way to filter this report to ONLY show sales from a specific rep?
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Hi there,
If you have purchased through QXpress it probably means you are using QXpress Online. You’ll need to post questions relating to QXpress solutions on the QXpress company forums.
http://www.qxpress.com/cs/forums/default.aspx
Don’t worry you can probably just copy and paste this post on their site. This is really the best ...
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Hi Andy,
Currently there is not default template for printing Packing Lists. However, that doesn’t mean it can’t be done. You can use the Method Report Designer to create a shipping/packing slip. Some past suggestions have been to modify the existing Invoice report and simply add/remove some fields.
Feel free to reference our ...
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Is there a way to add attachments to a customer's record?
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Is there a way to filter the customer list (or search) by the customer "type"
field found in QuickBooks? If so, how?
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It would be simpler and make more sense if you had Method setup similar to other CRM systems we've used (such as Microsoft CRM) where you can assign users and/or roles "View, Edit, Delete" privileges. What a hassle to go through all these steps for something simple as this.
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Forcing users to go through an unusual method of doing something never works as far as adoption. Most users would never think to go to "advanced search" to create a new lead. There is no logic in that.
No I can try and instruct our users to do that, but it's just one more hoop they have to jump through and they ...
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Andy - once you add a term and it goes to QuickBooks, it really is no different from a term you added directly in QuickBooks. Neither QuickBooks nor Method treats it any differently.
However, the one exception is more complicated. If you add a term in Method, but it hasn't synced to QuickBooks yet, you can still edit ...
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Michael, the Compatibility View was the cause. I added Method Integration to it and I now see the full screen. IE settings sometimes changes all by itself and thats what seems to have happened this time. Problem solved. Thank you.
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