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Migrating QX Online to Method
Solution No. 979
This article is intended for existing QX Online users that are looking to migrate to Method:CRM. If you do not have QX Online, this article is not for you.

Welcome, QX Online customers! The Method team recognizes that this can be a busy time of year for you, so we wanted to ensure that you have as seamless a transition as possible. Here is some information for you related to your existing account: 

  • You can keep your current customer data in your Method account, as well as your current login details. 
  • Your existing customizations can be kept intact. 
  • Any non-customized screens will use Method Field Services instead of QX Online.

If you would like to move forward, please contact us at nelson@method.me and we will update your account such that your subscription would be paid to Method rather than Workwave. We can provide you info on where to update your payment details for future invoices. 

Additionally, you have the opportunity to transition to our new platform whenever you are ready.

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