Method Community

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

Hi Marcelo11756, The Balance is a stock field which is part of the Gmail Gadget and cannot be enabled/disabled. If the customer infact has a balance you'll see it after clicking the contacts name to expand the gadget window. Check out our Gmail Gadget Help Center article for some more helpful info. - Ashur

@Andy - QXpress was a product that we sold to Marathon Data Systems back in 2010. We have no ability to import data from QXpress into Method directly as this is a different data structure and workflow then QXpress. It is also important to set expectations when comparing QXpress to Method Field Services. Our Field Services app is meant to be a ...

Is there anyway of importing QExpress data into Method?

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?