Method Community

Hello industrialrobotix,    I haven't seen an email template to resend a portal link.  You would have to do a customization.  You can create an email template with the URL hard-coded on the email or have a button on the customer screen that sends the customer the reminder email.  The email templates are located at CRM ...

Is there a way to send a customer a generic portal login without sending an invoice etc?  I haven't been able to find a default email template or anything other than send an email w/ invoice or estimate that gives the customer a portal login. Thanks!

Thanks.  They got me all fixed up now! 

Thanks Greg, I found that the footer is a great way to add the daily checklist for my technicians to fill out each day anyways.  Nice little helpful tidbit for operation purposes.

Hello Bshall,     Give Method support a call and we can give you the default report back for estimates.  I have done it with other customers.  The number for Method support is 1-888-925-6238 x2. Greg

Hello InstaDRY,     Oops, I didn't refresh the page in time.  Here are my notes if anyone else encounters the problem. It could be several things.  First, there may be a field that is outside of the report boundaries.  Watch where you margins are on the page in relation to it's fields.  Are any margin ...

Nevermind.  Found out that the extra page was the blank footer.

Hello Tim,     It looks like we sync with the customer notes field which is called 'Notes' in the customer table.  I could not find the transaction notes field.  Can you provide a path to where it is in QuickBooks?  When you need to find if fields are on a table, use the export tool.  In Method, go to ...

Hello Tim,       In Method, you can not create an invoice from an estimate because it is an SDK limitation.  You can get more information on the limitation HERE.  I am assuming your are on QuickBooks desktop.  The order you can do is Estimate > Sales Order > Invoice. For Invoices/Sales orders to ...

So I tried out the process from Method_Paul and deleted my mangled estimate template. Tried to copy the Quickbooks_Estimate sceen and that went through but still no resotred default estimate template. So how about that utility, because now instread of an estimate ruined by what seems to be a inconsistent undo function (things that come back from ...