Search results by user ID 5622

"Customer Type" Field is not an option in Method Design Report

scott — Thu, 31 May 2012 20:00:33 GMT

Hello! When creating the invoices and estimated in Method Design Reports, I have successfully added the currect "label tasks" from the field list in the appropriote areas.

Unfortunitly, the type area that I want to pool from the customer invoice/ estimate screens that is being used is "Customer Type" (A Drop Down Field). The only option in the Design Report program is "Customer Type 3" (A Text Field), which obviously is not able to pool the correct information.

Do you have suggestions on how I can handle this?

How to Set Up Method to Have Email from Outlook with invoice attached as PDF?

scott — Thu, 31 May 2012 15:53:14 GMT

I am having a bit of trouble with the outlook integration. I would like to have the action, "Save and E-mail", provide an option to use outlook e-mail with a PDF attached, instead of using the customer portal.

Has anyone completed this? It was my understanding form a tech call that an e-mail can be sent within outlook from Method with a PDF attached. I have not found a video about this, as I was told I could. Can you please help if you can.

Re: Editing "Ship Date" Field to Show Date Differently on Invoice

scott — Wed, 30 May 2012 17:00:03 GMT

Thank you. Smooth as can be!

Editing "Ship Date" Field to Show Date Differently on Invoice

scott — Wed, 30 May 2012 15:28:49 GMT

I have created an invoice and everything has been working well in the Method Report Designer. I am having issues with how the Ship Date is displaying on the invoice. Instead of having it show like this:

3/28/2012 1:00:00 PM

I woud like it to display like so:

3/28/12

Can you edit this field the same why you would edit the balance fields to show $100.25 instead of 100.000?

Thank you in advance for you help.