Method Community

Dave,  You can also try the Transactions tab within the Edit Customer screen. This will allow you to view all transactions for the selected customer. Hope this helps.  - Jason

Marcelo,  I discovered that an easier way to expand the email body is to click the button shown in the screenshot below. - Jason

My equipment is in quickbooks already as fixed asset items, all the info like year ,model, serial number, purchase cost , etc, is all in quickbooks. Since method syncs with the items, I would like to schelude work orders to perform oil changes, tune ups, brakes, etc. The solution that you are giving me, I will have to create and enter all the ...

Is this query related to the same one in the following post? - Ashur

Hi Dave,  If you click on the Customers tab in your Method account you will see various tab links directly below the tabs. These links include transaction lists such as Estimates, Invoices, and Sales Orders. If you are not seeing all of the transactions from QB make sure to change the Filter By View dropdown. If you would like to learn ...

John, If it's not resolved already, you can't set your customers as inactive in Method for QBO, however you can delete the customers in QBO (don't worry they'll still be in your database) and when the change syncs to Method they'll be marked as inactive. Inventory is not something that is available in Method for QBO. If ...

Hi Marcelo,  The email body textbox can be made larger through some simple customization. When you're editing the screen look for the Body textbox object. Click edit on this object and you should find Number of input lines within the advanced options. Hope this helps!  -Jason

Hi Marcelo, If your goal is to assign equipment to a work order, our stock screen has this option.  When you go to Add/Edit Work Order - Tasks and Materials tab, if you click the gear on the bottom right corner, you can set the grid to show equipment.  This will add a dropdown field to the grid where you can set the equipment for the ...

Hi jdibona, First ensure that you're not currently editing a table, if so click Finished Editing Fields. Edit your CRM_EditCustomer(2) screen, click the Advanced button, then click the Click to Remove link. Publish/Save then see if you can delete the screen. If not try regenerating the Customer and Campaign tables. To regenerate a table go to ...

Andrew, I wrote a program that will transfer the data from QXpress to Method. If you are interested, you can reach me at 219-221-9500 or matt@techinthefield.com