Method Community

Is it possible for me to be able to create, or if there already is, an action or button to pull the lead information into an email or even better make an email template  that I can then send to share that information? Almost like outlook does with sharing the contact info in a business card format or something with similar information?

Matt

Just a quick question, I am assuming you are trying to send this info to someone outside of your organization, is this true? What are the scenarios where you would need to do this?

Yes we would be sending the information to our fabricator so once they have finalized the product they can be in contact with the customer.

Hello Matt123,

If your fabricator is someone you will regularly send information to, are they already in your Quickbooks system as a vendor or another entity? If so, what you could do is create another user in Method CRM, but not a user that is able to log in. You can then attach a Quickbooks Entity (vendor/employee/other) to that user and assign activities to that user.

In fact, if you wish to pay for another license, then the fabricator can log in and get more detail and information about the contact you are sending them.

By setting up a new user that cannot sign in, am I paying for a new user still? Also, I am doing a dummy one to test it out now, when it asks if the login is Active do I say it is even though the user will not be able to sign in?

Hi Matt,

No, you will not need to pay for another user if you make sure the user cannot sign in. The login will need to be Active though!

Remember, in regards to users, you will be charged for another user if the amount of licenses increases in the My Account section.