-
[quote user="Method_Michael"]
pdirect- Thank you for the feedback, I will bring up this point in the Method team weekly meeting.
[/quote]
Also please consider adding a Web Site field to Customer and Vendor records. This is also common in other CRMs.
-
pdirect- Thank you for the feedback, I will bring up this point in the Method team weekly meeting.
-
Our average sales rep doesn't have access to a QB role. We instead had to add a products tab to the CRM role. But something like this should be standard to the CRM role if you consider other CRM applications.
-
pdirect- You should have a QuickBooks role and under that role there is a Lists tab which contains the item list.
-Michael
-
In the new upgrade of CRM, I can't find products anywhere. Often our reps would look up products to see if they were in stock before ordering for a customer. Again, products and inventory should be a staple of any CRM system.
-
Michael – can you give this a try and let me know how it goes.
-
Hi Robin,
Can you enable the MethodSupport user by going to Customize > Users and email me your account name and I will login and take a look.
-Michael
-
I'm having a problem with the new CRM. When trying to switch from the Full Blown to CRM QB Pro version, the second step is customizing the app. When I try to click on tab goups, I get the following error message:
"The screen you are tryig to load cannot be found. You ay have to refresh the tab links. If you ...
-
pdirect - this issue should now be resolved. Thanks for bringing this to our attention.
Cheers,
Danny
-
[quote user="pdirect"]It shows up in full in Chrome, but not IE9.[/quote]
Thanks for the heads up. We will look into this.