Method Community

How do I flag a customer file to make sure they get an email reminding them to make an appointment in the future?

I can select a group of customers that received an invoice on a certain date. Now how can I send them each an email via a mass mailing? Thank you.

I know Smart Vault is available for online storage but I am interested in storing image files on an external drive and have them attached to Quickbooks customer files. Is this possible to do withing Quickbooks rather than Method so that I am not having to upload and download large volumes? If possible I understand I would only have access to these ...

I had someone help me add my company logo to my invoices. Now I want to change the size and justification of that logo. I watched the video on youtube on placing a logo in the Report Designer. I tried going to the Designer and changing the picture box associated with the logo. I am able to click on different sizing options from the drop down box ...

Is there any way to automate the process of attaching documents to different customer files within Smart Vault? I may see 20 customers in a day where I receive test results a week later. I am wondering if it's possible to set a stack of test results done on standardized forms into my scanner and have them scan the whole stack and automatically ...

I am using a wireless modem to connect to the internet. How much data is being used while invoicing, making payments, etc? I'm considering using Smart Vault as well but need to make sure I don't use more data than my plan alots.

I am trying to send an email to everyone invoiced on a particular date. I can't seem to see how to do that. Can anyone help? Thanks

When I had my initial Method consult, the advisor showed me how to adjust the appointment time using a time slider. It defaults to 30 min and I schedule 15 min appt times. How do I get that slider control back? In addition, is it possible to change the activity calendar to 15 min slots instead of 30?