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Page 1 of 1 (5 items)
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Does anyone know how I can export ALL activities for all customers? WHen I try to export data, it will only allow me to export a limited number depending on how many fields i select. I need this to give to outside rep groups who are goign to be managing them as well in a different ...
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In regards to this, can we delete multiple future activities for an unactive user? Or is there a way to undo prior imports? I exported them, reassigned new user, but then when i went back to import them, I didn't check "update exisiting records". So now I have all records for new user and ...
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We had an employee quit. Is there a way to transfer all of their future activities to a new rep? What is the proper way to delete the user?
Thanks,
Justin
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Thank you. Is there an easy way to disable the "Delete customer" for particular users in method?
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I accidently deleted a customer in Method and in turn it deleted all information in quickbooks and now it's all lost. Is there a way to reverse this and get this information back?
Page 1 of 1 (5 items)
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