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Thanks Greg. Called in this morning and got it restored.
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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 ...
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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!
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Thanks. They got me all fixed up now!
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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.
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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
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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 ...
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Nevermind. Found out that the extra page was the blank footer.
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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 ...
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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 ...
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