Method Community

No I only have 1 and its the 1 that I cant delete

I deleted the alljobs table successfully and it did not interfere with any of my customization. However, the job status table only has 1 field which is jobstatus as you mentioned and there isnt another jobstatus anywhere. I cant switch over because I get a pop up that I still need to remove the jobstatus table. I exported all the customized ...

In order to downgrade to Method CRM from Method CRM pro I have to remove some tables that I didnt know were only avail. for the pro version. I already deleted 1 called projectmanager with all its account references and I have to delete 2 more. 1 of the tables is the jobstatus which I tried to delete this table but it does not allow me because it ...

When I enter a new job for an existing customer, and select the job of customer, the billing address and info for the customer selected, does not automatically populate. How can this info automatically populate instead of retyping in all the existing customer info?

When I create a new invoice in Method the invoice # field does not populate from Quickbooks automatically. Is this something that needs to be customized? I would like the invoice # for all new invoices to populate like they do in Quickbooks with the same series of numbers as if I would get if I would create an invoice on Quickbooks only.

The reason why this error was occuring with the job #'s changing, is the main computer that is used for the real time syncing was off and quickbooks was not running. We set it up so that it is running at all times but the important question is if this main sync computer is turned off for some reason and Method cannot access the job numbers ...

Some are in our Employee list and some are not. I do not think we will be using the Sales Rep for other purposes since we are not a retail company. We need to have the option of selecting from a dropdown list of possible project managers when we create a new customer and we need this selection to transfer over to the edit customer list ...

Another thing I noticed is that even when I correct the job numbers that do not correspond to the custom field in Quickbooks they eventually change to other job #'s in Method after the screen reloads a few times all my customers get assigned different job numbers in Method which is a serious issue because this is how we track our customers. I ...

I changed the tab name as you mentioned to just customers instead of customers and jobs and the now the it is working!! Thanks!

I am noticing that not all the job numbers assigned in Method are corresponding with the custom field job number in Quickbooks. Any reason why this may be happening?