Search results by user ID 6335

Add existing contacts/vendors to a Customer's contacts

Michele. — Tue, 29 Apr 2014 17:56:47 GMT

Is there anyway to link an existing contact (a lead or vendor or company, or a contact associated w/ another company) to an existing Customer's contacts?

I work with and collaborate with my own vendors and outside professionals/companies on multiple unrelated jobs for different customers. Typically I work with a Customer on only one job, and then that customer becomes inactive. But some contacts that were associated with that customer should not be inactive, I have other customers associated with that professional, and I'd like to see a history of our working relationship. How do I relate contacts to more than one customer?

Currently, I have to enter the same professional's contact info in to mulitple customer contact lists. It doesn't seem possible to select an existing contact, customer, vendor or lead to a separate customer contact list. Is there a way around this?

thanks!

Re: Activities auto relating to an (unrelated) oppportunity

Michele. — Tue, 29 Apr 2014 17:30:56 GMT

Thanks for your reply!

Do you recommend I use the February version or the October version?
When will the fix apply to both versions?

I have successfully imported my contacts, that wasn't a complicated process and didn't take long to learn, but the issue was importing notes and tasks that were associated with those contacts. My previous CRM arranged the data into very different tables and importing the related customer information is a nightmare. I'll check out the links you posted, but I believe we'll need to enter this data manually.

I'll definitely be in touch after looking through the links you sent and re-immersing myself in the help center. I have indeed spent many, many hours with the online educational resources. I'll be sure to contact support with some follow up questions for persistent issues. I'm smack in the middle of my busy season now, so further customization and training on how to utilize method optimally for my business is necessarily going slower than I would like.

Re: Activities auto relating to an (unrelated) oppportunity

Michele. — Wed, 16 Apr 2014 04:49:06 GMT

quick follow up: when I go to opportunities list and filter to view by next activity, almost every activity we have made since starting our method account seems to have auto related to an opportunity by the same or sequential activity number. Clicking on go to the activity, and then clicking "..." to clear the opportunity brings a yellow alert window to the top of my screen that says "! Opportunity is empty. The button is used to clearn the opportunity # associated with the current activity". I save the activity and go back, reload the screen. The activity is still showing as related to the opportunity in the opportunity list. Or, when I click on activity from teh activity list, it takes me back to that unrelated opportunity again.

an unending loop!

Thank you so much in advance for help!!

Activities auto relating to an (unrelated) oppportunity

Michele. — Wed, 16 Apr 2014 04:41:25 GMT

I am new to Method and the migration of our company's data from our previous CRM has been trying and complicated and still is incomplete, so obviously it's interrupting our work flow.

The latest issue is activities automatically and incorrectly relating themselves to opportunities that I have not even viewed or selected. I'm not sure exactly what's going on, because I'm still getting situated and learning how method works and how it will best work for us. We have not done any customization yet. I blew our free set up consultation on assistance wtih importing our previous opportunities & leads and the support rep was not able to help me import any tastks or notes previously associated with those opportunities so there are spreadsheets of raw data uselessly sitting on my harddrive. I feel left in the cold by Method and the solution offered is paid hourly consultation when I haven't even imported my data and begun to use the program properly yet. Definitely starting to feel up a creek without a paddle here.

All that was a rant, excuse my delay in getting to the point at hand!

Currently the issue is that when I enter an activity and schedule a follow up, save and complete, it takes me some time to find the follow up activity I just made, and the original related activity and trace the "breadcrumbs". When I locate the follow-up activity in my activity list, I click on "go-to" to be sure this is indeed the follow up activity I just made. I am unsure what the activity is all about in the general activity list, because there are no comments in the follow-up activity field (only comments in the original activity, but how am I to know at a glance what this phone call outgoing activity is all about?). I click "go to" activity and it takes me to an edit screen for a completely unrelated opportunity. This has happened mulitple times. I am not inadvertently relating an activity to an opportunity when creating the activity. I've noticed that the activity number happens to be same as the opportunity number, or in other cases the follow up activity is the number after an opportunity number. Somehow, Method is automatically relating an activity to an opportunity by the same number even though I do not select it and have not even previously viewed that opportunity.

There seems to be a bug. I have gone in and tried to unrelate the activity and clear the related opportunity by clicking "..." and this does not always unrelate the activity! I have reloaded screens, logged out and back in. I'm not sure what's going on.

Another time I created an activity related to a campaign. I then created a follow up activity and related to the campaign. Days later, I click on the follow up activity in my activity list (I click on it because all it says is phone call outgoing and the due date, there are no comments to tell me what my activity is to be) and it takes me to the edit screen for an unrelated opportunity that is not even assigned to me, but another user. I have not even viewed this opportunity before. I notice that the number of the activity is sequential to the opportunity. Must be a bug!

I've been going in circles trying to unrelate activities to opportunities, and even this task is not simple when there are follow ups involved. There don't seem to be many occurences of this issue, I just notice it when I'm trying to go through a work flow.

As I'm just learning Method, this problem really adds complication to my learning process and throws a huge wrench in the program's usability! I would like to get back to the daunting task of importing my customer data into method and get to using the CRM properly, but this is just not working!

Please help. And please excuse my rambling post. I'm tired after many many many hours everyday of trying to learn and integrate Method, and so far it is only causing more headaches.

thank you.