Method Community

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 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 ...

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

Currently we don't have anything like that setup in Method, however this may be something that will be possible down the road. If I find out more information about this I'll let you know by updating this thread. - Ashur

Hi Marcelo, You can use the Customer Type field as needed but when it comes to sending out renewal letters then add those tags to the contacts. Tags are generally a better categorization then fields. Check out our Tags Help Center article for more info. Hope this helps! - Ashur

Grif, I just responded to you be email. Please let me know when you're free. - Ashur

Yes this can be done by adding a filter to the grid, however, what screen did you add the grid onto? The Edit Customer screen or your custom screen? If you added it to the Edit Customer screen then you can add a filter where the Customer Record ID is equal to the Current Screen Active Record ID. - Ashur

Hi Marcelo11756, I don't understand what your question is, can you please elaborate and provide an example? - Ashur

Hi jdibona, Do you want to show this information on it's own tab, when I say tab I'm referring to the tab to select before selecting a tab link which points to a screen, i.e. Customers/Activities/Cases tabs. If you want, you can show this information on your Edit Customer screen just by adding another grid to the screen in its own ...

If I'm not mistaken you're referring to QuickBooks Reports correct? Which includes the following information from all Estimates that exist in QuickBooks: Company Name Products/Services Total Dollar Value If that's the case then I would suggest you look at the QuickBooks Reports Center and looking into ...