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Hey Tami,
If you wanted to use your customized print template from Method:Classic you can - if you head over to your 'Invoice Preferences'
Then choose your invoice print template you use in Method:Classic from the dropdown > Save.
That can definitely be customized to have a RO/ID field. First I would add a new field to the Invoice ...
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Hey Sherry,
Welcome to the Forum!
Do you have any scenarios you can think of in your workflow that would require the auto-conversion?
I can help explaining in steps how we can handle it in Method:CRM.
- Mortaza
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Hello,
The Portal login page cannot be customized, you'll only be able to use it as is.
I'm not sure of your website structure but you can try adding another link beside 'Existing Customer Portal' for example, 'Contact Us' and redirect that to the webform.
- Mortaza
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Hey Scott,
In the exported Contacts spreadsheet you have look for the Field: "IsLeadStatusOnly"
Any row that has that set to TRUE means they are a Lead, you can mass highlight and delete the rows set to TRUE.
If it is too many you can also re-export using an Advanced Script, let me know if you want to take that route instead.
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Hey Aaron,
As you feared, unfortunately you cannot change the source for those Tables. It would cause many issues with the way Method and QuickBooks communicate.
- Mortaza
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Hey,
Sorry for the late response.
From my trial & error I was unable to follow that flow PO > IR > Bill.
The only route I can think that would still be viable on Method would be to remove one of the conversions.
The break in the process is Item Receipt to Bill as per SDK limitations. So you can either do that part of the flow ...
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Hey Sol,
Great question.
The issue in creating this function it relies on going to the name Customer.FullName in alphabetic order as per the Customer Grid (from the CustomerList screen). The next Customer.FullName does not always have the next sequential RecordID.
For example:
ID NAME
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Hey Aaron,
That's great to hear! The pros/cons for both routes do make sense. In terms of sending out Estimates I feel like the approach you have taken in my opinion is better. As you stated, giving your Customers an option to print only the Estimate they want is more user friendly.
Appreciate the follow up.
- Mortaza
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Hey Aaron,
I understand your question now. You want to be able to have an array of attachments in one action result. So you don't have to hard code how many attachments there will be and it automates on the fly.
This should be possible as well.
I would start by heading over to the Invoices screen and take a look at the Button under the ...
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Hey Scott,
To confirm, for step 2 were you exporting the Contacts table?
When you export that Table you will see multiple entries with the same CompanyName.
- Mortaza
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