Method Community

Hello, I am using Method Classic CRM and finally realized that the information I am supposed to be able to access is mostly on the Quickbooks side to be accessed by the "Lists" tab I have tried numerous times to access the tab but even after waiting an hour for it to load it never does.  I can see everything on the CRM side as well ...

Ahhh... So what you are saying is that I should open the report in Report Designer, make the additions I need, save with another name, then pull it in Method to test?  I will try that in the AM and let you know.  Thanks!

Actually it is vice-versa.  I can see the report in Method under the Custom option.  What I want is to be able to get it with the Method Report Designer so that I can customize it further.  Logically that should not be a problem but in this case the report is different when I access it through Report Designer.

Hi I'm hoping this is a simple one....  I am a Method Classic user however not the Administrator.  The Administrator has not had the time or the inclination to create custom sales contact reports. When I pull what I am sure is a stock report through Method Classic CRM I am getting different results than when I pull ...