Method:Classic General Q&A

Re: Merge Companies?

Method_Michael — Fri, 14 Oct 2011 21:57:31 GMT

Shawn-

Method allows you to add multiple contacts under one account but these contacts only really come into play with CRM features and not transactions. They would still have to be seperate customers to be able to create a tranasction for them, but in Method you could potentially create field to denote that Mark is Part of Legacy Financial and based on that using filters show or hide him from the customer list and have him displayed under Legacy Financial.

-Michael

Re: Merge Companies?

Shawn B — Fri, 14 Oct 2011 19:27:35 GMT

Yes on QBO. However I have them set up as individual customers in QBO which then synced over to Method that way. So Method did what it was told. But, I set them up differently in SalesForce (which also supported multiple contacts per Account). In SF, I set them up as one Account and Multiple Contacts. That's the way I want it. I'm just not sure how to change it in Method (by merging accounts and moving the contacts under the single account), and how that change would impact the sync with QBO.

NOW:

Legacy Financial - Mark

Legacy Financial - John

Legacy Financial - Joe

WANT IT

Legacy Financial - Company

Mark, John and Joe - Contacts

There are only 9 Companies that I need to change, just not sure how.

Re: Merge Companies?

Method_Michael — Fri, 14 Oct 2011 14:58:09 GMT

Shawn-

I believe you are with QBO if thats the case my previous comment was incorrect since it only applies to QuickBooks Desktop, currently QBO doesn't give us a proper way to display sub accounts of Customers. We are waiting on an update from Inuit for this.

-Michael

Re: Merge Companies?

Method_Michael — Fri, 14 Oct 2011 14:43:49 GMT

Hi Shawn-

Method displays every sub account as a customer but they are still sub accounts it will display as follows Main Account:Sub Account. Through customization you could display it differently for example filter the Customer List to only show accounts whose ParentFullName is blank and then on the Edit Customer screen add a new grid to show the sub accounts.

-Michael

Merge Companies?

Shawn B — Fri, 14 Oct 2011 11:48:20 GMT

I am attempting to move from Salesforce. In SF, I had opportunities tied to Accounts (method Company). However in QBO, I have occassion to invoice different contacts within a Company. So, when the sync took place to Method, they came over as a seperate company for each contact. Is there any way to Merge the companies and move the contacts under the one company?