Search results by user ID 4235

Re: Professional Services Availability

JVSyms — Wed, 04 Aug 2010 14:04:05 GMT

Thanks - we are looking forward to it!

Judy

Add Activity

JVSyms — Wed, 04 Aug 2010 13:48:06 GMT

Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} In the Method Links and Tab Links: Call Center, Case Description/Add Activity when I edit the Activity Start Time, add my Comments ,click Add Activity, the time and date stamp in the Previous Comments screen are the default computer time and date, NOT the Activity Start Time that I edited .

Professional Services Availability

JVSyms — Wed, 04 Aug 2010 13:37:05 GMT

Val,

Do you know when we will have Professional Services for Beta testing again?

Judy

Re: Starting to use email within Method...can we email invoices/Estimates from Method?

JVSyms — Fri, 09 Jul 2010 12:06:55 GMT

Paul, thank you! Yes, you are on the right track. I do not have HTML experience, nor much Method customization experience YET. I do believe your suggestion will resolve the issues and I will speak to Danny about the solution. Thanks again!

Judy

Re: Starting to use email within Method...can we email invoices/Estimates from Method?

JVSyms — Fri, 09 Jul 2010 00:04:03 GMT

Thank you, Paul, for the useful information and pointing us in the right direction. We have a client- brand new user and our first Method client- that has to e-mail Estimates immediately after receiving the phone order and wants to e-mail the Estimate or Invoice, and attach a PDF of the details of what the customer is ordering. I just want to confirm that, with customization, that this can be done from Method directly. The plan is to use Method for this function, not QuickBooks.

We do appreciate any guidance you can give us, as we learn Method along with our client.

Judy Syms and Kelly Borg