Im still on my trial session and sure whether I'm going to stay with Method CRM! The free consult I got did not get my sales receipt to work the way he said would!
The customers phone number disapeared! And when I go from Customer job/check #/ with tabbing I would have thought you would be go from check # to Pmt method/ also I explained in my free consult that I need the " Description" to automatically copy to Memo, it does not work that way.
Darlene