Method:Classic General Q&A

Re: sub customer in method

Method_Ashur — Mon, 19 Nov 2012 21:08:09 GMT

Hello again swm023,

swm023:
What is the best way for him (us) to create a subcustomer when an opportunity closes and be able to create invoices and have everything sync correctly with QB?

Not sure how well this will work for you but what some of our clients do is create a new Customer and select the "parent customer" using the Job of Customer field in Method. I added a "sub customer", referred to as a Job, named Ashur2. Now if I go back and perform a search for the customer I just added you will see it listed as a Customer:Job in the Existing Customer Contacts List screen.

swm023:
Futhermore, can docs uploaded through SmartVault link to the sub-customers in both QB and Method or only the cusotmers?

Yes you can upload docs to SmartVault then link them to an existing Customer:Job in Method. You would need to ensure your documents are uploaded to the Method Documents folder in your SmartVault account. I attached the document to my new Job (Ashur2) and it is only assigned to him, not the parent customer.

- Ashur

Re: sub customer in method

swm023 — Mon, 19 Nov 2012 18:41:09 GMT

Allow me to clarify my post a bit more. I'm a contrator that services the HOA industry. My customers are property managment companies. My opportunities are individual HOA's. When i close an opportunity technically that opportunity becomes a customer in and of itself.

In the past I've been converting leads to customers when I close my first opportunity. My sub-customers have been created through Quickbooks. As mentioned above, I now have a sales rep who will be creating/clsoing his own customers. What is the best way for him (us) to create a subcustomer when an opportunity closes and be able to create invoices and have everything sync correctly with QB?

Futhermore, can docs uploaded through SmartVault link to the sub-customers in both QB and Method or only the cusotmers?

sub customer in method

swm023 — Mon, 19 Nov 2012 15:54:22 GMT

My business is such that all of my invoicing is done to subcustomers in Quickbooks. So far, I've been doing all the invoicing myself starting in Quickbooks. Most of my customers were originally created in Method, showed up in Quickbooks, and at the time of invoicing I created a sub-customer in Quickbooks.

I've now hired a sales rep who will be invoicing his customers. He won't have access to Quickbooks, however. How can he create sub-customers in Method so the invoicing transfers to Quickbooks correctly?

Thanks, Shaun