Search results by user ID 5996

Link/Webhook into Customer/Lead Search

ecoxotic — Thu, 07 Nov 2013 00:29:27 GMT

Is there some way to link directly to the customer search?

I'm looking for something like this...

https://www.methodintegration.com/method/search.aspx?phone=619-246-0492

What I want to do is give our sales team a quick way of finding contacts when they call in and I can generate the URL above replacing the value for phone number.

Thanks,

Brian

Cases and Case Portal

ecoxotic — Tue, 05 Nov 2013 19:51:48 GMT

Is there anyway to upload images or documents to a case using the case portal?

When you open a case the email comes from a registered CRM user, is there anyway to have it come from a generic noreply@ecoxotic.com email?

Also how do I modify the tabs for the case portal?

Thanks,
Brian

API Automation / Cloud API Integration Service?

ecoxotic — Tue, 05 Nov 2013 17:39:55 GMT

Any chance that you guys are working with one of these integration services?

Zapier
Cloudwork
ItDuzzit
OneSaas
IFTTT
Elasticio

These services work with many of our other web apps and it's a great way to quick integrate data using APIs. I'm about to pay a programmer a lot of $$$ to create integrations with the Method APIs so I thought I would check with you first just in case this was on the roadmap.

Thanks,
Brian

Can leads have transactions?

ecoxotic — Mon, 04 Nov 2013 22:54:37 GMT

I am wondering if leads can have transactions and if those transactions would stay out of QuickBooks?

I am thinking about importing our ecommerce retail customers as leads and including their transactions in the leads activity. We do not import retail customers into QuickBooks which is why I would want to leave them as leads. Please let me know if this is possible?

Thanks,
Brian

Estimates - Removing Markup

ecoxotic — Tue, 01 Oct 2013 15:53:19 GMT

How would I remove Markup and Markup % from the Estimates screen?

I have tried and the screen/form breaks when I remove it.

Sales Order Custom Fields and Templates

ecoxotic — Thu, 08 Aug 2013 20:20:24 GMT

In QuickBooks we have a custom field for Serial Number and Warranty Reason that we use for reporting on warranty items. We also use Templates for our warranty reporting, for example if you choose the template "warranty sales order" then we can report on all warranty items that were sent out.

So I would like to know is there some way to get our custome fields to show up in Method?
Is there some way to get our templates to show up in Method?
Finally is can that information be sent to QuickBooks when an order is placed?

Thanks,
Brian

Adding More Dropdown Lists to New Activity.

ecoxotic — Fri, 12 Jul 2013 22:00:22 GMT

We want to add some additional dropdown lists to the New Activity screen so we can capture more information about the customer that can be sorted. In this extra dropdown list we wanted to have values like "Warranty Concerns", "Will Buy in 30 Days", "Selling Competing Products". I have tried copying the new activity screen but I have run into 2 issues: 1) When I insert a dropdwon it forces me to choose an existing field from the database and I new to create a new field in the database. 2) Looking at the "Type" dropdown you can add values to this list right from the activity screen, but I cannot figure out how to get the <add new> option to show up in the select list.

Automatically Assign Task or Activity based on Completed Actions

ecoxotic — Fri, 12 Jul 2013 21:33:54 GMT

I think this will be a pretty common question for us moving forward. We will want to automate the assigning of activities or tasks based on some other action in Method. Specifically in this case we will want to assign an activity once a lead is converted to a customer. How would we do that?

Thanks,

Brian

Re: Can't Open Reports - Failed: The report is empty

ecoxotic — Thu, 27 Jun 2013 21:25:16 GMT

Yes I believe that I am trying to open the stock reports. I click open and choose one of the reports listed and I get that error.

If I click New report and create a report and then save it I also see that in the list when I click open and I am able to open that report but it's the only one.

Thanks,
Brian

Can't Open Reports - Failed: The report is empty

ecoxotic — Wed, 26 Jun 2013 22:54:35 GMT

I can create "New" reports without an issue and yes I have data. When I try to open a report I get this message, but there is no way for me to save the report because I'm never allowed to open it in the first place.

Thanks,

Brian