Search results by user ID 4452

Re: Converting an Estimate into a Sales Order

billm — Thu, 20 May 2010 18:37:04 GMT

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.

Re: We're ready to get started! Method Outlook 2.0 Plug-In

billm — Thu, 20 May 2010 03:59:48 GMT

I meant "Is this really the intention of the plugin - to not add new contacts?"

Re: We're ready to get started! Method Outlook 2.0 Plug-In

billm — Thu, 20 May 2010 03:57:03 GMT

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 this really the intention of the plugin - to now add new contacts?

Converting an Estimate into a Sales Order

billm — Thu, 20 May 2010 03:27:08 GMT

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 and I don't see where Method will do this. Any help is appreciated.

Software updates

billm — Thu, 20 May 2010 03:21:51 GMT

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?