Search results by user ID 5721

email attachments in Method

WQA — Mon, 01 Oct 2012 13:50:23 GMT

I am planning on using Method for a bulk email blast to leads. I do not see a way to attach a document after building the list and composing the email. Is this possible to do?

Re: not able to attach document to customer

WQA — Fri, 21 Sep 2012 17:47:18 GMT

Ok, I thnk I have it fixed now. You were right about the duplicates, there were still leads under these account names. Once I deleted thos it all seems to be working.

Thanks!

Re: not able to attach document to customer

WQA — Fri, 21 Sep 2012 17:31:38 GMT

Could it be a problem if these were stil leads when the invoices were created in QB.? I know my admin person was at one point forgetting to convert them to customers before adding them to QB online.

Re: not able to attach document to customer

WQA — Fri, 21 Sep 2012 17:21:42 GMT

That was not the issue, no duplicates in either Method or QB online. Everything about these 2 customers looks perfectly fine (all info in Method mirrors QB online) the only problem is this document upload issue...at a loss

Re: duplicate customers showing in CRM

WQA — Fri, 21 Sep 2012 16:07:01 GMT

Ok, im just going to delete the one that does not seem to be synching to QB online. This is not one of the 2 customers from the other question about attaching documents

Re: not able to attach document to customer

WQA — Fri, 21 Sep 2012 15:36:11 GMT

no, its not on of the same ones.

Re: duplicate customers showing in CRM

WQA — Fri, 21 Sep 2012 15:19:35 GMT

This doesnt appear to solve my problem. The customer is not duplicated in QB online, only in Method. How is this even possible? It appears that when the invoice was created in QB online, it fed through to Method and created a second customer instead of recognizing the one that was already there because the duplicate has only the invoice amount and basic customer info. The other has complete contact info but no invoice amount.

Re: not able to attach document to customer

WQA — Fri, 21 Sep 2012 14:58:25 GMT

oh, and its QB online

Re: not able to attach document to customer

WQA — Fri, 21 Sep 2012 14:57:23 GMT

Sure thing. Starting in the customer tab, selecting customer then clicking on the documents tab within the customer screen. When I click the document button (gray on in botom right) I select to attach a new document. The yellow error message appears at the top. I know this makes no sense here...baffled

duplicate customers showing in CRM

WQA — Fri, 21 Sep 2012 14:16:19 GMT

Not sure how this happened but I have a duplicate for one of my customers. Is there any way to merge the 2?