Method:Classic General Q&A

Re: Inactivating Customers in Method

Anonymous — Fri, 30 Oct 2009 21:41:47 GMT

Thanks Joe, you are right on the button!

Loveheals, you can locate the 'Customer is active' checkbox by going to Customer Center > Additional Info.

Re: Inactivating Customers in Method

Joe — Fri, 30 Oct 2009 19:18:25 GMT

"... radio button on the customer's main screen that we can click to inactivate that customer..."

There is already a checkbox on one of the sections in the customer list for setting IsActive.

Checked = True, Unchecked = False.

"..Would it automatically inactivate that customer in Quickbooks or would we have to do it in both locations?.."

the sync should automatically update the change for you.

But keep in mind the sync is set up to work specifically with pre-created fields in method that have counter-parts existing in quickbooks.

If you made your own "Inactive" field, it would in no way affect quickbooks.

You must use the fields provided by method to affect their corresponding QB fields.

In this case you would use the Customer List's checkbox that exists as a Yes/No field in the Customer Table.

Hope this helps.

~Joe

Inactivating Customers in Method

loveheals — Fri, 30 Oct 2009 18:51:14 GMT

How do we add a radio button on the customer's main screen that we can click to inactivate that customer but keep all their info? We would like to have all inactive customers to be moved into their own list in our dropdown filter menu in the Customer List.

Since our Method syncs with Quickbooks automatically, what would then happen with that customer in quickbooks after they have been inactivated in Method? Would it automatically inactivate that customer in Quickbooks or would we have to do it in both locations?