Search results by user ID 4236

Inactivating Customers in Method

loveheals — Fri, 30 Oct 2009 18:51:14 GMT

How do we add a radio button on the customer's main screen that we can click to inactivate that customer but keep all their info? We would like to have all inactive customers to be moved into their own list in our dropdown filter menu in the Customer List.

Since our Method syncs with Quickbooks automatically, what would then happen with that customer in quickbooks after they have been inactivated in Method? Would it automatically inactivate that customer in Quickbooks or would we have to do it in both locations?

Syncing only with Active customers in quickbooks

loveheals — Fri, 30 Oct 2009 18:38:16 GMT

Our Method syncs with our Quickbooks customer list, we would like our active customers in QB to be sent to proper dropdown list in Method based on their customer type, the inactive customers we would like to be sent to a dropdown list named "Inactive". How do we achieve this?

Moving Customers

loveheals — Fri, 30 Oct 2009 18:34:47 GMT

Currently all of our customers are listed under only All Customers in the Customer dropdown list. We have several categories in our dropdown menu that I need to copy some of the customers into. I need to most of these customers to be copied to our Wholesale list in the dropdown menu. How would I do this?

How would we import automated script into method

loveheals — Fri, 30 Oct 2009 18:31:21 GMT

We have a module build on our OS Commerce PHP system that exports all customers automatically. How would our programmers be able to have this automatic script export the customer info directly into method?

Method Syncing with Quickbooks

loveheals — Fri, 30 Oct 2009 18:27:23 GMT

Our method syncs in real time with our quickbooks. When a customer is designated as Lead Status No in Method, what kind of accounting form (Sales Order, Invoice, etc) will it create for that customer in Quickbooks?