Search results by user ID 5820

Re: Export / Import lists for listbuilder

Kitty Walker — Wed, 23 Jan 2013 18:50:49 GMT

Paul,

So if I am hearing you correctly, I CAN use a list that i have exported from the list builder. I want to use the same people because we send out emails to a certain kind of client (CPA firm, not for sale purpose).

So, how do you import the list, as all i see is a export list option.

I am excepted to hear that the listbuilder will be improved.

Thanks.

Export / Import lists for listbuilder

Kitty Walker — Wed, 23 Jan 2013 18:18:02 GMT

HI,

SO - I know I have spoken to someone about his, but I have to individual create my listbuilder everytime and it can take me up to an 1hour! I know I can export the list before sending it out, this way I have what I have sent out. The question is: Can I UPLOAD that excel list if I want to use that same list again and again??? PLease tell me yes! Fingers-crossed.

Thank you!

BigTime>QuickBooks>MethodCRM

Kitty Walker — Fri, 11 Jan 2013 21:38:30 GMT

Hi,

This one is a doozy, so I am not expecting much of a solution, but I have to ask.

SO, we have implememented a program called Big Time, which is a job tracking, timer software. Big Time links with QBs and within BT, we make subjobs under each customers (beacuse we are seasonal, and do the same job types every year, we create the same jobs, but with the year associated with it (i.e. Joe Smith > 2011 1040 > 2012 1040 etc.............). We will be completing these jobs at the end of the tax year.

The Problems is: when we create these sub-jobs in Big Time, it creates the sub-job in QBs which in turn creates a NEW contact under the original customer. When you search the same for i.e. Joe Smith, you get: the oroginal contact, Joe Smith, Joe Smith; 2011 1040 > Joe Smith: 2012 1040 etc..........). This is creates all these extra contacts.

1) iIs there anything I can do about this (keep it from making all these sub-contacts)? 2) Can we make these contacts inactive in method without effecting the original contact ?

Thanks!

Re: Merge field for activities vs. campaigns

Kitty Walker — Fri, 11 Jan 2013 21:21:20 GMT

Ashur,

This worked great!

Thank you!

Merge field for activities vs. campaigns

Kitty Walker — Fri, 11 Jan 2013 18:29:38 GMT

Hi,

So I know when I create a campaign, the merge field should say, ListBuilder.(name of feidl wanted) FirstName. The question is, when I am working on a specific customer and what to start a new activity and Send Email and use a template, what is the correct merge field label - is it still ListBuilder.FirstName? Or since there is NO list being built, would it be something else??

Thanks!!!

Re: Template or Campaign received email From fromat

Kitty Walker — Thu, 10 Jan 2013 22:27:55 GMT

Hi Adam,

Thank you so much for following up. I will review with my boss as she has access to this screen. You and Ashur have been VERY Helpfully (I do not use this word lightly)!

Thank you!

Re: Template or Campaign received email From fromat

Kitty Walker — Wed, 09 Jan 2013 18:46:53 GMT

Adam,

Thank you and I will look into this.

Where is this page located? I went to my profile and did not see this. I am not the administrator, so would this be something that my boss (the administrator) have access to?

Re: Template or Campaign received email From fromat

Kitty Walker — Wed, 09 Jan 2013 17:14:08 GMT

Adam,

I am not using Gmail – so I am not sure why that was suggested as a problem. I am using outlook and Method CRM.

Maybe it a behind the system, the way my profile is set up? Below is what I have and what it looks like.

Again, when I am sending out campaigns, this is what I get int he From area: Kitty A Walker [cj@cjspadycpa.com]; on behalf of; Kitty A Walker [kitty@cjspadycpa.com]

When all i want is from Kitty ....

From: bounces+22859-3586-kitty=cjspadycpa.com@email.methodintegration.com [mailto:bounces+22859-3586-kitty=cjspadycpa.com@email.methodintegration.com] On Behalf Of Method Community - Automated Email
Sent: Wednesday, January 09, 2013 7:01 AM
To: kitty@cjspadycpa.com
Subject: Re: Template or Campaign received email From fromat

Re: Template or Campaign received email From fromat

By Method_Adam in Method General Q&A

Kitty,

This looks like this is your issue. You'll have to change your Gmail settings.

http://lifehacker.com/5733436/use-a-google-apps-account-to-authenticate-outgoing-mail-from-your-regular-gmail-account

- Adam

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Contact to Customer

Kitty Walker — Tue, 08 Jan 2013 22:21:17 GMT

I have a contact for an existing customer and now that contact is a customer. Can you convert that contact into a customer?

Template or Campaign received email From fromat

Kitty Walker — Tue, 08 Jan 2013 21:10:55 GMT

Hello forum,

I have created templates to use on my campaigns. My campaigns are just emails with information about information needed for our firm during tax season. What I am seeing when i have been testing my emails are the FROM section has a long format like this: Kitty A Walker [cj@cjspadycpa.com]; on behalf of; Kitty A Walker [kitty@cjspadycpa.com] - I only want it to show from Kitty A Walker etc and my email not on behalf. Where is this field provided and how do I have controll over this format?