Search results by user ID 6132

Re: Adding New Sales Reps to Dropdown in Contacts

lsdrury — Fri, 17 Jan 2014 16:19:18 GMT

Naeem & Tech Team,

Thanks for all the time and hard work you all put into our post. I've walked myself through the process several times now and believe I'll be able to perfom the customization properly. Especially thanks to Naeem's exccellent step by step instructions. With the solution Naeem posted I'm positive we'll now have the Sales reporting functionallity we need. I'll post again once I've completed the customization and tested my results.

Have a great weekend guys,

Scott

Re: Adding New Sales Reps to Dropdown in Contacts

lsdrury — Thu, 16 Jan 2014 15:40:28 GMT

Fran,

Thanks for your repsonse. Our Vendors are Manufacturer Rep Firms who sell our products nationwide. There are more than one sale rep in each firm, currently we have 4 firms. We've entered each Rep Rirm as a Vendor in QB's. Once that done QB's only allows that one name or set of initials to be a ssles rep for that vendor. I CAN NOT add another sales reps initials and assign those initials to our Rep Firm Sales Partner's vendor name in QB's.

This is why I've called into Tech Support on a couple occasions to speak directly with the techs because I've had to reexplain this over and over again. I had hoped to make our case more understandable with my last post. I even took screen grabs but unfortunately this forum doesn't allow me to paste the grab into this post. In the Method Community Help Center Solution #364 titled Sales Reps Overview paragragh explains our case perfectly. I pasted that paragraph below, it may not appear from my paste.

"The definition of a sales rep goes beyond an employee at your company. Quite often, companies partner with other individuals and businesses for a variety of reasons, from outsourcing to reselling. That means you have a vested interest in tracking sales closed by everyone associated with your business, whether or not they are your employees personally. That's where Method's sales rep function comes in. This function allows you to assign the designation of sales rep to employees and vendors, and in turn assign those reps to leads, customers, and opportunities, and associate them with estimates and invoices, sales orders and sales receipts. This is a great way of tracking who is generating income and in what numbers, which helps build out your trail of breadcrumbs in terms of income sources and interactions with customers and business opportunities at every stage of the pipeline."

Okay Fran, we've done this, it works fine for one person. How do we add additional sales reps to the same Named Vendor?

Thanks

Scott

Re: Adding New Sales Reps to Dropdown in Contacts

lsdrury — Wed, 15 Jan 2014 17:00:48 GMT

Adam, Ben & Naeem,

Thanks to all of you who are working to help us resolve this issue. I understand there will be a post soon to resolve our probelm so I wanted to restate our concern to be sure we're all on the same page.

We employ Manufacturers Rep Firms for market our products. Each of our firms have several salespeople we need to track. I've had great success with Mthod's online tutorials and help so I turned there for answers. In the Help Center under Sales Reps I was sure I found the answer.

This is exactly what we need to do. So I followed the directions given in the balance of this post. However this doesn't work. When you have the Rep Firm name entered in QB's as a vendor or customer Method will only allow one set of initials to that one named vendor. I should be able to choose that named vendor and enter a different sales reps initials. But when I do this I get an error from Method stating the name is already used as a sales rep in QB choose another name.

Since my first post I've been working to find a fix, which I may have found. I went to the Customize tab, then tables/fields, then Sales Reps field. Where the fields are described there are 2 fields EnityType and SalesRepName, both these fields have boxes checked for required and unique name. These boxes are now ghosted because we have entries in the table, but if the table were clear and we unchecked one or both of these boxes it should resolve our issue. I think.

I have explained this to both Ben and Naeem on the phone, but I realize we want to share our work with the rest of the Method community so that's why I reposted. I look forwrad to your next post.

Thanks

Scott Drury

Adding New Sales Reps to Dropdown in Contacts

lsdrury — Fri, 20 Dec 2013 17:13:18 GMT

The Help Center shows to add new sales reps to the dropdown simply click on add new and add them. This is what I did, I clicked on add new and added the initials of each of our different reps. The additional reps that I added were saved and can be selected from any contacts record. The probelm is when I select any one of the manually added names/initials and then click on either Save or Save Back, Method is not saving the selected Sales Reps from the list.

I found this out after creating a new screen view for our opportunities list screen view. I duplicated the screen, as taught in your help and webinar, added the Contact Sales Rep field, published and saved. Once the new screen view for the opportunities list came up only Sales Reps who are from the Vendor list in QB populate that field. None of the manually added Sales Reps initials we entered get saved so they don't populate the report either.

Does every Sales Rep in the drop down have to be on the Vendor's Sales Rep list in QB to show up?

Thanks

Scott Drury

Re: New Contacts from .vcf

lsdrury — Wed, 18 Dec 2013 15:24:56 GMT

Hi Adam,

Thanks for your response. That's exactly what I did. I read through the help center and forums to see if there was a way to import the vcf file directly. As you stated and I found out, there's not so I saved the vcf files to my Outlook contacts folder. Then when I opened the contact file and clicked on the Add to Method button, I went through the dialog boxes and it appeared to be adding the contact. However when I went into Method there was no new contact added. I did this with all four of the vcf files and none of them got added.

The Outlook plug-in has performed very well for me in every other application, I feel I've got a good handle on how it works, but I couldn't get this done. That's when I posted. Maybe I'm missing a step or somehting.

Happy Holidays

Scott

New Contacts from .vcf

lsdrury — Tue, 17 Dec 2013 15:51:07 GMT

Nice new look! I love the plug-in but have run up against a situation I can't resolve. One of our customers (who is the main contact of the company in Method) sent me four seperate emails one for each of his employees. Attached to each email was the contacts Outlook Contact VCF file (Business Card). How do I import or add these vcf files to Method. The plug-in only will add the email sender, but I need to import the vcf files attached to each eamil. Can you guys help me please.

Thanks

Scott Drury

Re: We're ready to get started! Method Outlook 2.0 Plug-In

lsdrury — Mon, 21 Oct 2013 18:10:55 GMT

Tried to use the edit button to write this but it crashed the page. I've installed the plug-in. I went to the Method folder under Programs86. In the folder were 3 files. My Cert. Install Certifacte and Setup. I clicked on Setup and it ran the install. I did this the first time without Outlook open, which failed. Ran it again with Outlook open and voila! it installed. Not only that it works as advertised!

Thanks

Re: Clicking on the email address field in Method using Outlook Plug-in

lsdrury — Mon, 21 Oct 2013 15:07:58 GMT

Yes Jason, that's the answer we were looking to hear. Friday afternoon I attempted to load the Outlook plug-in eager to get started. However everytime I started the process the install would stop unable to load the certificate. I'm using Win 7, I disabled the firewall. rebooted several times all with the same result. The installer starts opens a DOS window to verify the certificate and because it can't the process stops. Can you help me please?

Thanks

Scott Drury

Sales/Marketing Mgr Visualint

Jason, I figured out how to install the Outlook Plug-in. I went to the Method folder under Programs86 and clicked directly on the setup file. It ran and installed the plug-in. Unfortunately I did this the first time with Outlook closed. I opened Outlook and ran Setup again and Voila! it installed. And it's working as promised. Very pleased. Thanks

Scott

Re: We're ready to get started! Method Outlook 2.0 Plug-In

lsdrury — Fri, 18 Oct 2013 16:02:44 GMT

Clicked on the same link, the process stops in the DOS window failing to load the certifcate. Doesn't load.

Clicking on the email address field in Method using Outlook Plug-in

lsdrury — Fri, 18 Oct 2013 15:46:17 GMT

We're seriously looking at the Outlook plug-in but before we install there's a question we can't find an answer in your very detailed support information. Without the Outlook plug-in installed, when I click on a contacts email address to send an email this will open a new Outlook email window to compose and send the email. This is a quick and easy way to send a contact an email however the email is not saved as an activity in Method. To record the email as an activity, as you know, we must compose and send the email within the Method send an email function. With the Outlook plu-in installed if we do the same thing will Method save and record the email as an activity?