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Hi Angelo
In order to help you with this, it'd be helpful to know your experience with method. Have you been using method for a while or are you new to it? Maybe somewhere in between?
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Hi Caliper
You can check out the webinar on using an advanced (sql) script. I think its number 32. This should get you started in the right direction.
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Paul
This is really great news!
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Hi Bryan,
In this case you'll use the activity table and activity job items table as the report child table. Your customer info is a field(s) in the activity table. If you need additional customer info, you'll need to link those field(s) via the customer name in the activity table.
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Hi
Can you describe how and where (in method) you're sending the emails? Which Screens?
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Paul
Thanks for the reponse and I agree that properly is better than a quick fix.
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This is the followup inmail thread.
Chris
Glad you figured out the opportunity issue.
Posting a link is really simple. Anywhere you have a field that is set
to display the html editor (like the comments on the activities screen)
you can paste in a link.
Hope this helps
Mark
Also, I hope you ...
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Here's a question from one of the linkedin groups.
Client Portals
Is there a file sharing option for the client portal? I would like to upload tax returns and supporting documentation to a secure portal for clients to view, print, etc.
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Paul
There's that API word again but I've got a thought that might make this an easy feature to add. Suppose there was an action set that was tied to the sync engine. Something like that must happen to generate the QB reports.
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Paul, Thanks for your response.
I'll think about these questions and get back to you.