Re: Set reminder for estimates etc....

Method_Ted — Mon, 16 Apr 2012 16:44:58 GMT

Mark – Welcome to our forums

1. What is the easiest way of setting a reminder to call back a customer and allocating to a user - i was expecting to be able to right click or ser within estimate.

The easiest way to set up a reminder to call back a customer is an option with our Activity Screen called Schedule a Follow-up. Once the option is selected, a new Section will appear with the appropriate follow up parameters. You will complete the section with the desired information.

Creating a follow up from an estimate in Method involves creating an Opportunity and linking the estimate to it. From this Opportunity, a follow up can be scheduled in the New / Edit Activity screen

Once a follow up has been scheduled, it will come up in your daily list of Activities when it is due. The activity will remain on your list until completed or re-assigned.

By default, an email will be sent to the Method user approximately 15 minutes before the scheduled activity. This option can be edited (sending an SMS is also an option) within Step 3 (of 10 : Notifications and Reminders) of Customize > User, in your Method Account

One last comment, Method has the ability to customize an Activity Type that will automatically create a follow up once it has been saved. You will find this function with the New /Edit Activity Types Screen.

2. Our existing quickbook "reps" will be using Method to chase up exising quotes/estimates is there way of setting up so all quottes for "MB" rep in QB go to (are allocated to) "MB" user in method etc....?

Once your users are set up in Method, they will have the ability to add/edit estimates that sync back and forth between Method and QuickBook. It’s strongly recommended that you create the relationship between your Method Users and their perspective QuickBook Entity if it makes sense to do this. The selection in Step 1 (of 10 : General Properties) > Link to Employee / Vendor / OtherName (SalesRep) must contain the appropriate user.

Set reminder for estimates etc....

marc — Mon, 16 Apr 2012 12:12:29 GMT

Hi Folks

Our intention is to use Method mainly as a pure CRM and estimate/quotation chasing and managment tool.

Just a couple of questions,

What is the easiest way of setting a reminder to call back a customer and allocating to a user - i was expecting to be able to right click or ser within estimate.
Our existing quickbook "reps" will be using Method to chase up exising quotes/estimates is there way of setting up so all quottes for "MB" rep in QB go to (are allocated to) "MB" user in method etc....?

Thanks

Marc

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Re: Set reminder for estimates etc....

Set reminder for estimates etc....