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  • Method CRM is not SYNC with Quickbooks Company

    Hi, I have realized that my METHOD is not properly syncing with my Quickbooks company. The PUSH METHOD is OK, but the transactions are not posting since almost 1 moth back, and in the Account details I can see that the last FULL SYNC was August 27, as well as the last CHANGES SYNC was August 28th, therefore the files syncing properly, main ...
  • Credit Memos (Refund vs. Credit Note)

    Hi, I need to know if the CREDIT MEMO provides: A) Refund: Money Return B) Product Return: Affects the Inventory levels (Adds) We have two (2) different functions of CREDIT NOTES or CREDIT MEMOS, one is to provide the customer a refund in money (Write Off) which is basically a credit to its account, and the other is to process a product ...
  • Inventory Features

    Hi, I need to know if METHOD CRM and METHOD CRM PRO support "Advanced Inventory" features. We are looking to create multiple inventory locations, but do not know if any of these versions support it. Your soon response is highly appreciated, LJR
  • Method CRM vs. Method CRM PRO

    Hi, I am currently a PRO user, however believe that METHOD CRM package is enough for us, so please help us solving this doubt by confirming that METHOD CRM is capable of the following: - Report Designer - Quickbooks Sync (All Transactions, Inventory, Items, Customers, Accounts, etc. ...... Bi-Directional Sync) - Customize Screens, Tables, ...
  • Customizing Templates

    Hi, I am new with REPORT DESIGNER, and am currently struggling with the template customizations. Please help me with the following issue: - My transaction line (Estimate, Sales Order, Invoice, Credit Memo, etc.) is only showing the first line of information (Item, Description, Qty, Rate, Amount, etc.), and is not showing the full list of ...
Page 1 of 1 (5 items)