Method Community

Hello, Transactions (estimates, invoices, sales orders) deal with Customers. 'Customer' is a unique identifier between Method and Quickbooks. Only the primary and alternate contacts in Quickbooks are sent to Method. Any other Contacts created in Method can be used for CRM purposes only and will not sync to Quickbooks. You ...

regardless, i'll continue to populate a 2nd list from which my sales staff will have to wade through for leads.  a list of "customers" who aren't actually customers.  This doesn't help me in the slightest.   

Hello Micahk. Here's my answer. As mentioned by Adam in the earlier posts, you can definitely use our tagging feature to tag them and filter them with the tags or you can set them Inactive and then use them when any potential sale comes up. Unfortunately there is no other way to convert a customer back into lead apart from the option ...

Has there every been any more development on making this an easier task?  We sell a product that our market has to purchase year in and year out.   Often times clients discontinue use of our product but that doesn't mean they won't purchase again at a later date.  We also allow for trials which involve making them a ...

Ok thanks I signed up today.

Hello Industrialrobotix, Thank you for your interest in Method:Beta. To experience the new amazing look please sign up for Method:Beta . Read this blog post on details on what our new version is like, who should sign up for beta and why you should sign up. Hope this helps! -Inder

Hello Industrialrobotix, Thank you for your interest in Method:Beta. To experience the new amazing look please sign up for Method:Beta . Read this blog post on details on what our new version is like, who should sign up for beta and why you should sign up. Hope this helps! -Inder

Can you post screen shots of the new look?

Many of my customers have multiple contacts, some are in different facilities, etc.  I need to be able to send a quote to certain contacts for each customer.  Right now when I send an estimate, it defaults to whomever is the main contact for that company. How can I select which contact I want to send an estimate to?

Any news if this is possible. thanks