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[quote user="John M"]Is it possible to use the "call web service" action to have another website get the method data, hold it till the 7 days then send out a email that way?[/quote]
John M,
Your best bet here might to to utilize the Method API to get this done. Anything you do in Method would have to be trigger via a ...
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[quote user="NeilRick"]My question is would it be possible to automate a function that after seven days would email the account manager a task?[/quote]
Yes. I would create a field (or table) that stores the date you emailed the customer. Then when the home dashboard loads you can trigger an action that checks the table ...
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Hi,
I'm writing this on behalf of a client who I was speaking to. I am wondering how long it would take to do the following customization, and how difficult would it be. The client would like to search their database for their customers who have purchased an initial service, so that they can cross sell to them for a second service. They ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Mobile Activity
Improved - email template list now also filters out “hidden” email templates. (QBD & QBO)
Fixed (#3863) - relabeled the email checkbox to say “Send an ...
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[quote user="jpfiester"]I appreciate your help.[/quote]
Thanks for posting back - glad this was corrected for you!
~C
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[quote user="Rolf"]Where would I find that in Method?[/quote]
There's no solution for this in our stock screens but you should be able to customize this. On the ReceivePaymentAppliedToTxn you need to make sure the DiscountAccount, DiscountAmount and TxnRecordID (of the invoice you're discounting) are set. I have ...
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This question came in from John via email -
[quote]In the Leads and Contact list screen, the "Last Activity" and "Next Activity" entries, for (what seems to be) recently entered leads or recent updates to existing leads, does not update. Some are cells blank when there should be a date. Can someone take a look at my ...
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[quote user="Blake C"]Is this possible? Can I send in filter criteria for multiple tables in a report?[/quote]
No. Through the Generate Report action you can only filter on one table but you do have access to add a Where clause. What you might be able to do is filter jobitems on the detail report level?
And if you needed ...
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[quote user="bobbie56"]my screen looks different form th ones on the webinars.[/quote]
Our webinars were recorded with an older version of Method so your screen is up to date.
[quote user="bobbie56"]On the webinar these words are to the right of the words?[/quote]
They're now on the left but they have the same function. ...
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[quote user="Rolf"]Where would I find that in Method?[/quote]
It's definitely not part of our stock screens so there might be a reason why. I've asked a team member here to clarify and will post back.
~C
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