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another question: I can find invoices for a particular customer account in their transactions list from method.me desktop, but when i search their transactions from the e-mail side, there are no transactions listed in his account. Any idea why? The account does say:  Type Customer (INACTIVE)" when you search his ...

Also, for the Conditional Warning action... where do I got to access this "Action" screen/table? 

Thanks! Also, how do I set reminders for activities? I'd like them to be e-mailed to the e-mail associated with the user! Can you give me directions on what "table" to edit? 

would like to set the following fields required for any new opportunity: phone, e-mail, zip, opportunity amount, etc. Let me know please! 

1) We add an e-mail field to the estimate that is separate than customer account bc we have to do A LOT of estimates, and dont' find it necessary to build an account for every potential customer/estimate we do. So we have a "quotes" account that is for all potential customers that have not purchased from us yet. Because there are ...

Sorry again - jump to this message please: Just read this last one, ignore previous messages. I forgot to ask 1 thing: Besides: 1) One thing I noticed on the esimate grid is that we added in an "e-mail" field into it. However,  can't find this field in the new invoice sreen I created. I can only ...

Gotcha. I changed settings to remember all invoices. I'll check tomorrow after I sync ot make sure all invoices are in there now.  OK - I didn't know you needed to hit save first. Now I got it. Thanks!  One thing I noticed on the esimate grid is that we added in an "e-mail" field into it. However, I ...

1 more question: Issue with my invoices: I can't get subtotal, tax rate, amount paid, balance due to populate when I enter items into the grid for line items. I'm not sure if I messed something up with the invoices or not. I don't think I changed anything. Some background info: I had some customization done to my estimates in ...

AWESOME! Thanks so much, I was able to do #3 and it works really well. I found a separate issue while testing it out though. It seems like not all of my invoices have been imported from QB into method. How do I make sure they all made it in there? The reason I know is because I tried searching all invoices for a particular customer. ...

Hello Justin, I understand what you're saying, but don't know how to execute. Could you send me step by step instructions please? For #3 - we dont use sales order. Only Invoices!