Method Community

Is there a way to exit a form without saving?  We have had problems with reps having sales orders or invoices open in method after they sync to QB.  In order to exit they have to save.  Sometimes, the form has been marked up in QB and the save process undoes the markup in QB.  How can we avoid this issue?

Hi retrotel,

You should be able to clear the form by clicking on the More actions… button on the bottom of the screen, and then clicking Clear / New. This should work to clear all the fields on both the Sales Orders and Invoices screens.

Hope this helps.

- Justin

Works great.  Thanks.