Search results by user ID 6256

QB Customer type to appear in Method

Nancy007 — Tue, 25 Mar 2014 15:40:09 GMT

I need to know how I can do the following:

I want the QB "Customer Type" to appear in our Existing Customers and contacts Grid so the rep can do a search using that field. How do I do that? I think you explaind what needs to occur below but how ?

You mentioned that you wanted to ask how you could associate the Customer Type field with a sales rep and have that show on the Existing Cusotmers and Contacts grid. I mentioned that in order for the CustomerType field to show, you would need to create a linked field in the Contacts table that is linked to the CustomerType field in the Customer table. You can then add that field to the grid on the screen.

How do I assign to a sales rep by exporting the sales receipt data?

Nancy007 — Tue, 25 Mar 2014 15:32:27 GMT

I want to be able to export the sales recieipt and change the sales rep then import this data back into method and have it appear "assigned" to the rep that I changed it to. This is not occuring. The sales receipt itself is changed to the sales rep assigned but it does not get assigned to them in method even though the information got synchronized with QB because of Method. Usually when I changed a rep in QB it would assign the customer to that rep in Method. But that takes too long (one at at time-- I want to change hundreds at a time). Toassign a rep in method I can use the the Customer Table only?? This is too limited. I can't arbitrarily assign a customer to a rep. I need to see the customer's purchase history, therefore thought by using the Sales Reciept table to export that would solve it, just change the rep on their last sales receipt for it to go to the rep that I want. But it doesn't work. Is there a time limiter to when you can change the sales rep in a sales receipt in QB so it would no longer update the sales rep field in the customer table in either QB or Method even after QB and MEthod synchronized?

Why can I only change the assigned rep when I use the Customer table only? I need to assign hundreds of customers at a time to the rep of my choosing based on the information from the sales reciept, not just the info on the customer table which is not much. (I may want to go back to 2011 and assign the rep based on sales reciept data, not customer table data). How do I do this?

Re: I'm looking for a way to "stick" the customer to the same sales rep even thought the sales rep field changes

Nancy007 — Tue, 28 Jan 2014 03:55:36 GMT

Thank you Adam. I'll check the customization and follow your advice in order to look up customers by customer type. That can help. Is there a way make it so that each rep only sees what I want them to see and not someone else's customers? I want each rep to have a base of customers that does not change unless I re-asign as Admistrator. The problem is that the "rep" field in QB can change on the sales reciept when the customer re-orders from customer service instead of from the sales rep (important as the rep field establishes if the rep gets commission or not for that particular sale).... I want them to keep working on that customer... but again, the customer vanishes from the sales rep's "base" when the "rep" field changes on the customer sales receipt (it's no longer in filter by view: My active customer contacts). I would like to keep it assigned to the rep even though the sales rep may change on a sales reciept and that the customer be assigned to whatever rep I decide and the customer stays in the rep's "filter by view: my active customer contacts" or "my customer contacts" Solution?

I'm looking for a way to "stick" the customer to the same sales rep even thought the sales rep field changes

Nancy007 — Mon, 27 Jan 2014 18:39:14 GMT

All our "customers" come from QB. We then follow up with them to re-order. I use the CRM to sort the customers for the sales reps to follow up. BUT the sales rep field can change when the customer re-orders from a different rep but I still want to the customer to "stick" to the same sales rep for customer relations and future sales.

How do I do this? I have my Method user for example "Tom" assigned to "sales rep Tom" but when the sales rep field changes (ordered from the website ect) so it is no longer "Tom" -- I still need Tom to see this customer in his customer base.

Can I use "customer type" as the field ( example: "Customer type: 4ATom" or "customer type: Tom") that would "stick" the customer to the rep Tom, even when the sales rep field changes to george?

The idea is to give the rep all the customers they are to work on in the filter by view: my customers so they don't have to search endlessly in the general QB for a customer