Method Community

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 ...

Hi Lisakay, [quote user="Lisakay"]What I'd like to have the fability to have the "Sub-contractor" field be a drop down with the choices of any Sales Rep I have entered into Quickbooks.[/quote] This can't be done as that data is sent to Method as text, not as a dropdown field. [quote user="Lisakay"]Is ...

Hello, In Quickbooks you can add "Custom Field" (For example Sub-contractor, Claim #...) in the Additional Info section for a custom, vendor or emmployee. These then become a "field" in the respective tables. What I'd like to have the fability to have the "Sub-contractor" field be a drop down with ...

Thank you!

Hi Denice, No the Work Order will still exist in your Work Order list for historical purposes but will have a status of Completed. - Ashur

I have a question- once you complete your work order and you perforn the action of "create invoice" should it remove from your work order list or do you have to close out the work order manually? 

Hi mlongacre, Through some customization in QuickBooks and Method you can achieve what your client is looking for. I've tested it out and although the layout isn't exactly to the customer's specifications I'm sure you can get what they want by spending a little bit more time customizing. What I did was create two new custom fields ...