Method Community

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. 

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

-Michael

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

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.

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