Method Community

Mike, Actually you won't be able to delete them if they have any transactions.  I was wrong there.  Your way would work, however over the long run what would happen if they become dormant again?  You might end up with a number of Company ABC - Dormant1, Dormant2, etc.  If that's okay, you can certainly do that but ...

James, The fix for this issue has been released in the May version of Method.  To switch to the May version, log out of Method.  On the sign in page, look to the bottom and you'll see an option to "Swith to the May version".  Click that and then sign in as you normally would. The group items should display as intended ...

Hi Mike, You won't be able to keep the same customer name unless you delete the customer record.  The only difference between a Lead and a Customer is the IsLeadStatusOnly field.  They are actually both records in the Entity table.  The Entity table is a special table in Method that syncs Customers, Employees, Vendors and ...

It's possible that you just needed to resave the report again.  Apparently, even after you "Save As" you may still need to save the report again.  I forgot to mention this in my last post.  Perhaps that's what you did. - Adam

Hi Mike, Method has the ability to sync with custom fields in Quickbooks.  These fields will need to be created in Quickbooks, but they will sync over into the Customer table in Method.  You can find and create these fields by editing a customer.  If you go to Additional Info, you might see a few custom fields.  You can edit ...

Yes that sounds correct.  Are there any custom fields that are in the old account that haven't been added to the new account?  This may cause issues if the tables and fields don't match and especially if the field is used in the report.   If you wish, you could you also email me your Method company account info and turn ...

Hi Scott, To edit the series, you can click the Edit Series button link in the Work Orders List.  From there you can change the Assigned To person, as well as any other setting.  This will apply to all connected work orders.  You can also click the Activities... button and select "Delete and Close" to delete the series of ...

Andy, That is definitely possible.  You'll need to create a link between the Activities table and the Invoice table. - Adam

Hi VLocke, I'm a little confused by this.  Were able to successfully save the old report in the new account?  You should be able to do this by logging into the Report Designer, and opening the report.  Then go to File > Save As and Connect to the new account before you save the report.  That should save it to the new ...

Hi Andy, Something like this is possible.  What is the end goal here though? What information from the work order do you wish to show?  Also remember that you'll also need to link the appropriate tables together so that they can be used in the report. - Adam