Method Community

 

Search

Page 1 of 1 (5 items)
  • Inactivating Customers in Method

    How do we add a radio button on the customer's main screen that we can click to inactivate that customer but keep all their info?  We would like to have all inactive customers to be moved into their own list in our dropdown filter menu in the Customer List. Since our Method syncs with Quickbooks automatically, what would then happen with ...
    Posted to Method:Classic General Q&A (Forum) by loveheals on 10-30-2009
  • Syncing only with Active customers in quickbooks

    Our Method syncs with our Quickbooks customer list, we would like our active customers in QB to be sent to proper dropdown list in Method based on their customer type, the inactive customers we would like to be sent to a dropdown list named "Inactive".  How do we achieve this?  
    Posted to Method:Classic General Q&A (Forum) by loveheals on 10-30-2009
  • Moving Customers

    Currently all of our customers are listed under only All Customers in the Customer dropdown list.  We have several categories in our dropdown menu that I need to copy some of the customers into.  I need to most of these customers to be copied to our Wholesale list in the dropdown menu. How would I do this?  
    Posted to Method:Classic General Q&A (Forum) by loveheals on 10-30-2009
  • How would we import automated script into method

    We have a module build on our OS Commerce PHP system that exports all customers automatically.  How would our programmers be able to have this automatic script export the customer info directly into method?  
    Posted to Method:Classic General Q&A (Forum) by loveheals on 10-30-2009
  • Method Syncing with Quickbooks

    Our method syncs in real time with our quickbooks.  When a customer is designated as Lead Status No in Method, what kind of accounting form (Sales Order, Invoice, etc) will it create for that customer in Quickbooks?
    Posted to Method:Classic General Q&A (Forum) by loveheals on 10-30-2009
Page 1 of 1 (5 items)