Search results by user ID 5556

Re: User Error Messages for items QB will not sync

scott2X — Mon, 06 May 2013 20:46:29 GMT

Adam,

An example would be selecting a SKU/Item in Method and choosing zero quantity or zero cost. Yes it does show up in the resolve conflicts but it should be an error for the end user not an admin function. If it showed an error the end user could correct the mistake so the admin wouldnt have to. It needs to be monkey proof !

User Error Messages for items QB will not sync

scott2X — Mon, 06 May 2013 19:28:32 GMT

Any plans to provide self checking of quotes and invoices for items or mistakes made in method that quickbooks will reject. At the moment i have to check peoples work and make sure there are no sync errors. IF quickbooks will not accept a 0 quanity why should method... i should get an error message or the user can correct the mistake not the admin of method.

Re: Email & Tasks Automated WorkFlows like Sales Force

scott2X — Wed, 21 Mar 2012 19:10:39 GMT

Yes we are looking for the automation so when we import a lead it will send an auto message out and setup tasks and other auto email messages based on a schedule. We really like your product and would be willing to pay for a feature like that. This one feature is holding us back. Any room on the roadmap for this or plans to do it?

Email & Tasks Automated WorkFlows like Sales Force

scott2X — Wed, 21 Mar 2012 16:08:18 GMT

We really want to buy method and use it but the feature to do automated emails and task assigments is not in the product. Currently we are using SalesForce and would like to move over to method. Any idea on when this technology would be implemented?