Method Community

Andrew, I wrote a program that will transfer the data from QXpress to Method. If you are interested, you can reach me at 219-221-9500 or matt@techinthefield.com

Hi Marcelo11756, The Balance is a stock field which is part of the Gmail Gadget and cannot be enabled/disabled. If the customer infact has a balance you'll see it after clicking the contacts name to expand the gadget window. Check out our Gmail Gadget Help Center article for some more helpful info. - Ashur

@Andy - QXpress was a product that we sold to Marathon Data Systems back in 2010. We have no ability to import data from QXpress into Method directly as this is a different data structure and workflow then QXpress. It is also important to set expectations when comparing QXpress to Method Field Services. Our Field Services app is meant to be a ...

Is there anyway of importing QExpress data into Method?

After I log into my Method acct, how do I get to the screen where I can view the data in the various QB Databases on Method, especially the Transaction Detail DB?  Thanks.

Ashur Since i was not going to use QBD any more and wanted to use the online version, there was a option in the online version to move all the data from QBD to QBO.  It did everything great except it made all my customers active.  I had 5 customers that were inactive.  No big deal but that issue was there.  As far as the ...

Are you a business owner who wants to learn how to use Method CRM or who wants to learn how to do light customization on you own?  This is the group for you.   We will be using GoToMeeting to meet remotely from all over the country once a month. We will start out with a 30 minute presentation followed by questions and a group ...

I created a dropdown field in the customer table called "CustomerCategory" with four options to chose from. How do I go back and add a fifht option to the dropdown list?

When i get an email from an existing customer the gadget does not show the customer balance, and I dont see anywhere how to change that.

I made a copy of the work order list screen and I want to edit the new screen, to be able to assing the work orders to fixed items assets instead of customers. So I can schelude work orders to a piece of equipment. Any ideas?