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My first question is related to the Customers and Contacts List. Is there a way to just see the Customer entry w/o all the contacts? For example, If we have a customer with 3 contacts we are seeing 4 entries to choose from.
We also have many blank contact records within a customer for some reason. Why would they be there and how do ...
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Rather than creating a traditional manual we're publishing help center articles for Method. For example, we've got a great article on Documents here. Over the next few weeks I'll be posting more articles so stay tunned.
Do you have a specific question on Contacts & Customer we can help with?
~C
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@pdirect
Thanks for follow-up. Yes the List Builder will create the the desired list to Excel.
1. Campaigns > List builder.
2. Remove all to begin with.
3. Fill List with all customers. This will put the customer type ...
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Thanks, but I'm surprised you don't know your own product a little better. The best way to do this was by using the List Builder (found after searching). I was able to filter by customer type and export as an Excel file right from there.
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Do you have updated online user manuals for the new Method CRM screens? I am particularly interested in getting questions answered about Contacts & Customers and the best way to search for them. Please advise.
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@pdirect
One more option is use our import/export tool (under Customize > Integration Tools) to export all customers. You can simple use the functions in Excel to filter the list with your requirements.
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@pdirect
A simple way to produce a Customer list with a certain "Customer Type" is to build a grid from a Customer table and filter it by "Customer Type". You can customized a new or old screen to get this information.
Now the question is how you need this information. There are actions to export the Grid to ...
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I have the Outlook integration running successfully on a Win 7 64 computer as a local admin user (Outlook 2010).
I have added the computer to a SBS 2011 Essentials domain and added a user with Standard privileges. I can't get the integration to show up in this Outlook (Same hosted Exchange account as local admin is using)
Install on ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Invoice
New (#3454) - on invoices you can now enter the amount for shipping into the “Shipping” field. Previously we were unable to write to this field but IPP(“Intuit ...
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I'm wanting to export a list of all customers that have been assigned a certain "customer type". Is this possible with Method and if so, how would I go about that?