Method Community

Yea, they're active.  They don't appear in the existing customer screen under the Active Customer filter, but if I go to the customer once I filter All Customers, and click on the  customer to put on the customer screen, the Active box is checked under that customer on the second tab.    

I have customers that are active both in QB and Method.  Customers that appear in the existing customer list (under ALL CUSTOMERS), yet when I try to make an invoice for them, they dont drop down in the list. What might cause this? I found a way to populate the invoice screen with these customers' information via the "..." ...

Anyone have a saved copy or access to a version of CRM Webinar level 1 that can be viewed? All webinars work for my broswer minus this one.     Any thoughts/responses help! Thanks.

 Hi all- Does anyone have an idea why quantities of an item would not show up in the Inventory List under Qty on Hand, however if you click the item, the item's screen has the quantity listed. Asset account, cogs account, income account are all accurate.  Nothing's different with tax info.  Thanks for any feedback.

I put together an inventory adjustment, compiling about 145 adjustments.  I was saving periodically through the changes.  At one save attempt though, a window appeared, saying: "This order cannot be saved. The version of your accouting software does not support edits on this list or transaction from 3rd party ...