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Hey JGAnderson,
Opportunities already has a Closed Lost stage where you can keep track of customers where they did not go with your product/service. If you are using opportunities regularly and assigning transactions to them then you can keep track which stage they end up in.
You can also have a opportunity set up for strictly ...
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Hey Bonny,
Creating a report based on repeating customers would be very difficult compared to acquiring this information in Method. Is it a requirement that you use Report Designer?
-- Loi
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Hey AmsoniaLandscapeandDesign,
I am going to assume for question 1 you are referring to the work orders list screen and question 2 you are referring to report designer.
1. I'm not sure why its only entering 14 days apart. Did you customize the screen? Try using the stock one and see if it is still doing it for you. When I tried the stock ...
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Hey Mahlon,
This should be fixed now. Let me know if it is still an issue.
-- Loi
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Hi Bigshotpromos,
What you can do is create two new filters for the grid called open balances and overdue balances in step 3 of the grid wizard. These views will allow you to filter which customers have open or overdue invoices similarly to QuickBooks Desktop.
You will have to gather the Balance of the customer and then also compare the date ...
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Hey MikeB,
I've tried to duplicate what you were trying to create but I'm running into issues as well. For this report, I would the say the scope of what you are trying to achieve is beyond what we can cover over the forums. I would recommend you get in touch with our consulting team to complete the report.
-- Loi
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Hey Mahlon,
I am going to bring this up with our team to investigate.
-- Loi
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Hey TheSolarGuys,
I am going to create a case for you and have one of our support reps will reach out to you in regards to this issue.
-- Loi
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Hey TheSolarGuys,
You will have to get in touch with Marathon Data Systems who manage your Method account for support with this issue.
-- Loi
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Hey Shawn,
Method:New is available for existing QuickBooks Desktop users. You just have to get your account toggled to allow access to the New version. I will get your account manager get in touch with you for next steps.
-- Loi
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