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Where are Products?

Last post 07-26-2011 10:25 AM by Method_Michael. 5 replies.
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  • 07-26-2011 9:03 AM

    Where are Products?

    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. 

  • 07-26-2011 9:17 AM In reply to

    Re: Where are Products?

    Answer

    pdirect- You should have a QuickBooks role and under that role there is a Lists tab which contains the item list.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 07-26-2011 9:26 AM In reply to

    Re: Where are Products?

    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.
  • 07-26-2011 9:36 AM In reply to

    Re: Where are Products?

    pdirect- Thank you for the feedback, I will bring up this point in the Method team weekly meeting.

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 07-26-2011 10:00 AM In reply to

    • Kerry
    • Top 150 Contributor
    • Joined on 10-22-2009
    • Santa Monica, CA
    • Posts 41

    Re: Where are Products?

    Method_Michael:

    pdirect- Thank you for the feedback, I will bring up this point in the Method team weekly meeting.

     

    Also please consider adding a Web Site field to Customer and Vendor records. This is also common in other CRMs.

    Kerry Riddle
    Riddle, Inc.
    Method Certified Customization Consultant
    kerry@riddleinc.com
    310 721-5126 Cell
    310 392-5033 Office
    Method Certified ConsultantMethod Certified Customization Consultant
  • 07-26-2011 10:25 AM In reply to

    Re: Where are Products?

    Hi Kerry,

    There is a website address field at the contact level. When editing a customer if you go to the Contacts tab section and click Edit Contact to edit a contact you will see a field where you can enter a website address.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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