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Is there some way to link directly to the customer search?
I'm looking for something like this...
https://www.methodintegration.com/method/search.aspx?phone=619-246-0492
What I want to do is give our sales team a quick way of finding contacts when they call in and I can generate the URL above replacing the value for phone ...
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Is there anyway to upload images or documents to a case using the case portal?
When you open a case the email comes from a registered CRM user, is there anyway to have it come from a generic noreply@ecoxotic.com email?
Also how do I modify the tabs for the case portal?
Thanks,
Brian
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Any chance that you guys are working with one of these integration services?
Zapier
Cloudwork
ItDuzzit
OneSaas
IFTTT
Elasticio
These services work with many of our other web apps and it's a great way to quick integrate data using APIs. I'm about to pay a programmer a lot of $$$ to create integrations with the Method APIs so I ...
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I am wondering if leads can have transactions and if those transactions would stay out of QuickBooks?
I am thinking about importing our ecommerce retail customers as leads and including their transactions in the leads activity. We do not import retail customers into QuickBooks which is why I would want to leave them as leads. Please ...
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How would I remove Markup and Markup % from the Estimates screen?
I have tried and the screen/form breaks when I remove it.
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In QuickBooks we have a custom field for Serial Number and Warranty Reason that we use for reporting on warranty items. We also use Templates for our warranty reporting, for example if you choose the template "warranty sales order" then we can report on all warranty items that were sent out.
So I would like to know is there some ...
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We want to add some additional dropdown lists to the New Activity screen so we can capture more information about the customer that can be sorted. In this extra dropdown list we wanted to have values like "Warranty Concerns", "Will Buy in 30 Days", "Selling Competing Products". I have tried copying the new ...
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I think this will be a pretty common question for us moving forward. We will want to automate the assigning of activities or tasks based on some other action in Method. Specifically in this case we will want to assign an activity once a lead is converted to a customer. How would we do that?
Thanks,
Brian
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Yes I believe that I am trying to open the stock reports. I click open and choose one of the reports listed and I get that error.
If I click New report and create a report and then save it I also see that in the list when I click open and I am able to open that report but it's the only one.
Thanks,
Brian
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I can create "New" reports without an issue and yes I have data. When I try to open a report I get this message, but there is no way for me to save the report because I'm never allowed to open it in the first place.
Thanks,
Brian
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