Method Community

After I log into my Method acct, how do I get to the screen where I can view the data in the various QB Databases on Method, especially the Transaction Detail DB?  Thanks.

Ashur Since i was not going to use QBD any more and wanted to use the online version, there was a option in the online version to move all the data from QBD to QBO.  It did everything great except it made all my customers active.  I had 5 customers that were inactive.  No big deal but that issue was there.  As far as the ...

Are you a business owner who wants to learn how to use Method CRM or who wants to learn how to do light customization on you own?  This is the group for you.   We will be using GoToMeeting to meet remotely from all over the country once a month. We will start out with a 30 minute presentation followed by questions and a group ...

I created a dropdown field in the customer table called "CustomerCategory" with four options to chose from. How do I go back and add a fifht option to the dropdown list?

When i get an email from an existing customer the gadget does not show the customer balance, and I dont see anywhere how to change that.

I made a copy of the work order list screen and I want to edit the new screen, to be able to assing the work orders to fixed items assets instead of customers. So I can schelude work orders to a piece of equipment. Any ideas?

I'm still in the trial period and am slowing moving from my "playing around" status to truly working in the application. Before I knew what I was doing, I apparently copied the CRM_EditCustomer screen to create CRM_EditCustomer(2) and CRM_EditCustomer(3).  In trying to clean up un-needed tables and screens, I'm trying to ...

How do I make the email body bigger in any screen, so I dont have to scroll down so much?

It looks like the problem has been resolved.  That editing for customer links has to be done in QBO.  I do wish there was a warning or a fix for this.  This can happen so easily.

Thanks for the help. I am going to try this today.