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Not doing this in QB. This is being done in our E-Commerce package (www.americommerce.com). I was hoping that Method had the ability to fill in the features missing from QB. It would be nice if you had the abillty to link over to UPS/FEDEX and calculate shipping costs.
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I meant "Is this really the intention of the plugin - to not add new contacts?"
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I found the plug-in and installed it with no problems. I can select an email from a known customer and create a note for the user - very nice. But I selected a new email from a potential customer - a contact if you will. I tried adding it but it first wanted me to find an existing customer/contact/etc. Is ...
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So I have customer who didn't want to purchase from the website, insists that I generate a quote which I did. Then they call back and want to place the order in person and gives me the CC info. So I go into Method and find the ability to turn the quote into the sales order. Nice. But now I have to calculate shipping ...
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As a new user, I'm finding it difficult to find things. I notice these posts about the Outlook plugin being available, but could you please put a link in your messages helping folks to go and get it?
Page 1 of 1 (5 items)
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