Search results by user ID 5774

Adding user automatically through quickbooks

tom — Wed, 13 Feb 2013 20:50:32 GMT

Please advise, we add an employee through quickbooks and when the program syncs with method the employee seems to be added to method with user login (paid license).

Please advise as no one added a new employee with a user paid license and the paid license box was found checked in the user panel.

If the sync does in fact add employees to method where can I change the defaults with regards to the paid user login setting.

thanks

Opportunity -

tom — Mon, 11 Feb 2013 17:49:29 GMT

Sales created an opportunity and created an activity for another employee to visit customer. The opportunity did not appear for the activity assignee nor was an email generated (even though the email box was checked. Does an opportunity/lead to be converted to a customer for the normal activity assignment to work or was did we do something wrong.

Activity assignments for customers seems to work fine.

Please advise

Re: The home page does not seems to reflect true activity status

tom — Mon, 31 Dec 2012 20:43:51 GMT

It is crm, there appears to be no connections in the activites.

When you click the link to view the activities that are incomplete, you get the next screen with an empty grid.

When I do this for my own incomplete activites, the incomplete activites are listed. It seems the refresh count link on the user home page is not working.

This is a strange case because no other user has that problem.

The home page does not seems to reflect true activity status

tom — Mon, 31 Dec 2012 20:02:09 GMT

For one of my users, Dashboard will report 23 incomplete activities. If you refresh the count nothing happens. If you click on the link to see these activities, nothing displays. If you go to all occurrences, you find that all!! activities show as complete. Not sure what to do here.

Please advice, this is only happening to one user at this time.

tom

Re: Exporting contacts for a thrid party email program

tom — Fri, 07 Dec 2012 16:03:13 GMT

I send a newsletter each month. Each month I have new leads and contacts. I do not see where I can select the newest non invoicable clients for the export file. The list builder also contains some business contact emails that I must edit out before using the list. do not wish to re-edit them every month. Can I edit the list builder to only select certain types of contact - Lead or customer and only include the contacts were created say within the past 30 days?

Also, my list contained 2 records for each contact. Please advise how I manged to select 2 records for each contact in the list builder.

Method support is activated so you may go and test my system.

Re: Exporting contacts for a thrid party email program

tom — Fri, 07 Dec 2012 15:50:48 GMT

Thanks,

Once I rebuilt the listbuilder table, it worked fine.

tom

Re: Exporting contacts for a thrid party email program

tom — Thu, 06 Dec 2012 19:01:33 GMT

I tried that but I recieve and incorrect output.

I leave the include opt out and include no email unchecked yet the the output includes them.

Please advise why those records appear when I have not requested that they be included?

tom

Exporting contacts for a thrid party email program

tom — Thu, 06 Dec 2012 18:07:42 GMT

THe only table which contains the opt out email status is the contacts table; however, when I attempt to export that table, I get an error message.

If I export the customer and lead table, the file does not contain the information regarding whether the client has requested to be opted out of marketing emails.

Please advise regarding the best way to provide constant contact email system with name, email and optout status for our monthly newsletter mailing.

Also, if I can get this data into an excel file I can easily remove opt out clients from the file that would go to contact contact.

tom

Has anyone had a problem with method using firefox

tom — Wed, 05 Dec 2012 15:35:44 GMT

One of my users, whenever they signin using Firefox, as soon as the login in processed, they are immediately signed out and brought to the signon screen.

They can access using IE and are now trying chrome. Everyone else can use firefox. Any ideas what can be wrong.

Importing leads into method using CSV

tom — Mon, 26 Nov 2012 21:52:09 GMT

I successfully imported leads into method. The only table for importing is the customer/leads table. I assumed it would ask me if the file contained customers or leads.

If did not and my leads were imported as customers. What did I do wrong. I have customers to import as well as leads that should not be going into QB.

One more thing, I was advised that I can elect not to import duplicates. I did not see that option during my recent import. Please advise on that as well.

Please advise.

Thanks

Tom