Method Community

Newbie question, maybe? I can see estimates and invoices, but where are the open sales orders? It would be a great feature for our salespeople to see what orders are yet to be shipped. Seems to me like this should be on the App Ribbon. Is this something I'd have to customize?  Thanks for your help in advance!

So. I'm wondering if this is a feature that I just can't find? How do I attach a document to a customer/contact? What if I want my salesforce to have access to a shared document pool? I see that this functionality was available in the classic version. How about with the new?

OK. I've found it. "Show only common tables?" in the import/export tool. I'm a tool.

Hello! I'm migrating data from SugarCRM, which has completely seperate contact and account tables. In the import/export tool there is no option to import contacts only, although there is a contact database. Older versions of method appear to have a seperate contacts table. In fact, I can see the contacts table in the current ...