Search results by user ID 6358

sending reminders via email

BVS — Sat, 07 Jun 2014 14:41:37 GMT

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

sending email to selected group of customers

BVS — Sat, 07 Jun 2014 14:22:23 GMT

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.

Using External hard drive to store large files for attaching to Quickbooks customer files

BVS — Tue, 13 May 2014 15:22:15 GMT

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 files from the computer attached to the drive.

changing logo size

BVS — Mon, 12 May 2014 16:31:14 GMT

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 but nothing changes in the Preview tab within designer when I change this setting between Normal, Auto Size, Zoom image, etc. The logo is too small and is centered on the page in the Preview tab. Also I cant seem to view the invoice appearance within Method. If I open Method....Customers....Invoices and select an invoice then click Print Preview, nothing happens. I cant view the invoice as it would be printed in order to see the logo.

Smart Vault

BVS — Mon, 12 May 2014 14:47:13 GMT

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 attach them to the proper files based on a selected field on the test result? (Name for example) I'm using a NEAT desk organizer scanner.

Data usage while using Method

BVS — Mon, 12 May 2014 14:43:15 GMT

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.

List builder

BVS — Tue, 06 May 2014 20:12:16 GMT

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

New activity time slider not showing

BVS — Tue, 06 May 2014 20:07:08 GMT

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?