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Hi There, If you follow the steps outlined in THIS POST you can copy reports from one account to another. Ive copied the text here (with a few additions) for convenience  To copy a template from one account to another: -Open Report Designer and log in to the account you are copying from - File > Save As - Input the ...

Could you please tell me in detailed points how to export my custom designed invoice and estimate from my previous subscription of Method to my new subscription?  I have two operational accounts at the present.  Each account is linked to a unique Quickbooks file.   I would like to use the same invoice and estimate for both ...

OK, I am working on concatenating the text together into one action result as described. Once I get it to work, how can I export that data for use as a contact list? I see only one way to send data to Excel and that's the "Export Grid to Excel." In this case the comma-delimited data is an action result variable, not a grid. Am I ...

I am using Chrome.  The issue is with the "Oppo. Data from Optimation (#729)" screen, not the general Opportunities list.

Hello, Thank you for this information.  I’m still a bit confused.  We already have a Customer field, and we have lots of customers already. So, what we want to be able to do is have a drop down where someone could choose an existing customers OR create a new customer if the customer doesn’t already exist in ...

Hi There, I cant seem to recreate this on my end. Ive added a button to the Opportunities List screen which exports the grid to an excel spreadsheet and was able to open it sucessfully. It could have something to do with the browser you are using. Are you using Internet Explorer? Would you be able to try using Google Chrome or ...

Hi Jim, When you Navigate to https://www.methodintegration.com/method/AccountPages/HewittIndustries/ImagesPublished/Pyro151105.jpg in your browser while signed into method, does the image appear? Its possible It wasnt uploaded properly. You need to upload the image through the Email template editor, and not through the Documents Tab in ...

I am attempting to create a button that exports a grid to excel.  However, when I select the download link I get a 404 error.  I tried adding an export to PDF and I get the same error.  I have logged in and out, republished and saved.  I have even regenerated the opportunity table it was based on.  I can't find any ...

Hi Henry, There unfortunately isn't a way to Automate the process of sending the email on sync. However you could definitely streamline the process of creating an activity for 8 months in the future through method. There are multiple ways you could tackle this, one way would be to set up a screen based off the customer table and set ...

Hi Ganesha, This is definitely possible to do through Customization. What you would need to do is first copy the stock screen, and customize the Contacts grid contained on it. While Editing the contacts grid on this screen, you will need to navigate to Step 2 of 9: Grid Columns, scrolling down to line with ...