Method Community

Jeff, I just simply elected to "Hide" that section. But this is a soimply quick fix.  I need to be able to set the tabs so they cannot edit them after inputing the data.  If I follow the directions you outlined will this work for that purpose? Joshua

Jeff, Thank you fore the response.   Basically we believe the sales team internally are editing the info somehow in Method which affects the QB side for our accounting needs.  Like we are finding CC# disappearing all the way to names being erased and that.  I have already hidden the payment tab within Method so the Sales Team ...

Good Morning, I was hoping to get some advice on customizing a screen I have in Method.  I have been tasked of taking over the role of Admin of our Method account and have no idea what to do.  As you can see from the screenshot we have tabs within our customer center within Method.  There is a “Payment & Job” ...