Method Community

That is just one of the issues I am having, unfortunately. But if that if that particular problem is something that I could speak with support staff,  I will do that.  I will try calling to speak with the support team this afternoon. and hopefully I can get the other problems sorted out as well.  Thanks Justin

It is a question on customization, Justin. It's hard to know if it is right to purchase a product if we can't customize it and we can't get proper help to customize it unless we pay for it. It is difficult to explain everything in a forum.  It just seems like if we are going to pay upwards of $200+ a month we need to ...

Hi Justin, as I am new to this I don't feel comfortable doing that, could I speak with you over the phone please? Thanks Lisa

Getting the dropdown worked...but currencies didn't show up. I think it is just our QB - I think we just need to do it manually. Thanks. Lisa

I don't see either of those for Method CRM Pro for QB Desktop. When I go to CRM_VendorList Screen in Customization features as you suggested, the copy wizard pops up...how can I get to the add fields in the Vendor List screen?

How would you assign currency to a vendor?  My default seems to go to USD and I can't easily switch to CAD to apply HST tax.  How can I easily add a dropdown to switch between USD & CAD currencies?  -Lisa