Method Community

Is there any way to import an estimate template from QB?

mlepitt- Try exporting the AuditTrail table using the Import/Export tool. -Michael

Hey Aaron, Use the Import/Export tool. HERE is a help center article on the topic. - Mortaza

Import Button on Contact list should not display on Mobile

Hi The system has been setup with default values: DHL, Fedex, Post, UPS I would like to change these values, but I cannot find the screen to update them and I was unable to update using export/import. Please advise. Rick

The following updates are now live for users of Method Fixes Import - Fixed an issue where the 'skip conflicts' prompt was showing even after the conflict was fixed. (PL-37869) Regards, Phil

 

How do I use the Import/Export to print a list of all customer contacts, including alternates?

Is there a way I can import bins, racks or locations from a spreadsheet?  

Does anyone know if there is a way to import leads into Method?