Search results by user ID 6386

Re: Delete Customers

cga1982 — Fri, 23 May 2014 13:23:46 GMT

Do you know our company name (to be able to do the reset)?

I assume that the reset leaves my 2 other users still attached to the company file.

Let's do it.

Thanks.

Glen

Re: Delete Customers

cga1982 — Fri, 23 May 2014 11:28:55 GMT

Please reset my method account so we can start fresh again.

Thanks Russell.

Glen

Re: Delete Customers

cga1982 — Thu, 22 May 2014 20:29:09 GMT

We have decided to use method (in the beginning) as a sales tool for some new employees.

The boss was not impressed with the junior salespeople having access to anything in QuickBooks - maybe in a few months.... (I know, I know).

I am not sure why I cannot delete the customers from within method - I xelete them Ok but method tells me that the customer cannot be found but still shows the name in method.

Thanks Russell.

Glen

Delete Customers

cga1982 — Thu, 22 May 2014 18:13:25 GMT

I originally linked with QuickBooks and brought in all the QuickBook customers into method.

Now I have broken the QuickBooks link and want to clear the method customer table so we are starting off fresh (without anything to do with QuickBooks).

What is the best way of doing this?

When I try to delete a customer in method it it still showing (although it says the record cannot be found).

Thanks.