Method Community

Hello, I am trying to figure out how to recieve leads then assign those leads to another user and have that user be able to see the lead in their list. I don't want them to see all of the leads just ones that I assign to them. I know where to assign "Access to Shared Records" under users but I don't want them to see all of ...

Yes we will be using Quickbooks for the accounting portion.  As far as the relationship between the Sales Reps and the Subs go, I will try an give you enough detail for a foundation. We will have several Sales Reps and each rep will have several Accounts (Acct). Our Acct will provide us leads.  Those leads will be assigned to a Sub. ...

Here's what I did: Created a button called "Submit Order". For existing "draft"or new orders, the "Wait For Sync approval" checkbox is checked. It can only be unchecked by using the"Submit Order" button. Anyway, upon clicking, the actions that occur are: Uncheck "Wait for Sync ...

Hi MikeB, You can definitely use merge fields in an email template but what you're looking for can't be done. That's because Method has no action that exists which calls to open up the edit screen of another action. One option you have is to copy the NewActivity screen and edit the Choose Template drop down object. View the ...

To clarify, I already have the button with the uncheck of the "Wait For Sync Approval" action. I just need to add the email action with (hopefully) some customization.

I would like the following mechanism to be in place for sales orders (ie. our customized Invioce screen): - A "Submit Order" button that notifies head office when a sales rep finalizes an order. I alread have inserted an action to uncheck the "Wait For Sync Approval" checkbox, but I'd like this ...

So then you're using QuickBooks for the accounting portion correct?  Will these Sales Reps and Subs always be associated with the same customer, will there ever be a different sales person or sub associated with a different job/work order for a customer?

Okay, what I am trying to accomplish is a way to track everyone associated with a customer. Our Sales reps and Subs get paid a percentage of the invoiced amount for the customer and we need to know who gets paid for a given customer.  Any suggestions? Thanks, Lk

[quote user="Lisakay"]Can I some how associate or push that information chosen for the sub-contractor to the custome field in quickbooks with Actions?[/quote] No, unfortunately QuickBooks is limited in what can be customized, which is why CRM's like Method exist Adding new custom fields to the Add/Edit Customer screen from ...

Hi Ashur, Thank you for your help. I created the new field Sub in the Customer table and added it to my Edit/New Customer screens. All good here. Can I some how associate or push that information chosen for the sub-contractor to the custome field in quickbooks with Actions? Also, is there a way to get the Sales Reps' and Subs' name ...