Method Community

Hello,

I'm looking to update our Estimate template to somewhat match our Quickbooks layout.

I've downloaded the method report designer. When I opened the estimate template it opens a few estimates I have done in the past.

Looking for the best way to update the estimate template.  I'm alright with the stock layout for the most part but I do want to change some the alignment of a few feilds as well add our logo.

Any help is appreciated!

Paul

Hi Paul,

Welcome to the Forums! 

Were you looking for help with anything in particular? We have a series of detailed Help Centre articles relating to the Report Deisgner if you were just looking for some general information. You can find these HERE.

We Also have a series of Youtube Videos which show this process in more detail, you can find these at the bottom of the help Centre article pages. (Alternately, you can find the full Report Designer Youtube playlist HERE)

You also mentioned you wanted to add your Company Logo to the report. You would do this by utilizing the Picture Box control, and either uploading a picture from your computer, or Data Binding this control to the Company.DisplayLogo field, This field is what Method Displays as your company Logo when you login to Method:CRM.

Let me know if I can be of any more assistance.

Thanks Paul.

Regards,

Ben