Method Community

Thanks Adam, This customer does not show in my resolve conflicts, I tried what you said to no avail. Also, the customer does exist in QB and to my knowledge we have never tried to delete this customer from QB or from Method. Is there anything else I can do to try and get Method to re-add this customer or something of the like?

I am trying to access a customer and this is the message I get. The customer shows up when I search in the customers tab and all of their information is there but as soon as I click on goto it gives me this message. This happens on all of our users also. What can I do?

No sir we do not.

Thanks Adam, I have no idea how that would have happened because there are literally over a thousand of those and I know that neither I nor our two salespeople would have had time to do that:( so please if you can find out what is wrong I would really really really appreciate it!!!

Adam, Did you get the email I sent you? 

Thanks again Adam, No they were not altered individually. And every series I have tried has done this. So I am at a bit of a loss on why to do:(

Thanks Adam! I am sorry,misunderstood. I tried what you said and I am able to reassign the series, however, the occurrences do not reassign and still show up as assigned to the original person. Also, when I delete a series, the series is deleted but the occurrences are still there. 

So there is no other way to reassign tasks or delete them Without a pro account? That seems a bit strange to me...

I currently am using Method CRM for Quickbooks Desktop. Do I need to switch to the PRO version to be able to do this? I can't find Work Orders List in our CRM and everything I have seen says it is under Field Services and when I try to add that app it says switch to PRO. 

ahe answer to this is probably right under my nose but I have been having problems seeing it. I need to: 1. reassign an activity that is recurring so that all of that future activity are assigned to a new salesperson 2. delete an activity that is recurring so that all of that future activity are deleted