Search results by user ID 6351

Re: Suggestions for Multiple Business Owning Customers

RyanR — Wed, 07 May 2014 08:20:53 GMT

OK, I did a search of the forum after doing a little reading and was able to get some results related to my question. Looks like this was asked by a few people, and the thread by viret56 shed some light on the topic. I'll need to make a custom table and screen to add multiple ship to address to a customer.

I was able to duplicate what they did by creating a table almost identical to that found at the end of their thread. I just need a little guidance going from there. Viret56 made a custom pop up screen. I'd like to know how you go about integrating that into existing screens to call the pop up screen, allowing me to enter a new ship to address or select between exiting ones. I guess this would need to be in the customer's edit screen and all related screens for invoicing purposes (estimates, sales orders, invoices, receive payment, credit memo, and slaes receipt).

I don't think I'll have any problem actually creating the new pop up screen to input these new ship to address but rather integrating that pop up with existing screens. Any advice would be tremendously helpful!

Re: Contact Portal Cases Not Updating

RyanR — Wed, 07 May 2014 07:14:52 GMT

Hey Ben,

Your suggestions fixed all those problems, but now I have a couple different issues related to it. I've sent you an email with the info you need to look into this further.

Thanks!

Suggestions for Multiple Business Owning Customers

RyanR — Sun, 04 May 2014 06:41:03 GMT

We have several customers that own multiple businesses that we service (e.g. conveniece stores). Many of them pay from different accounts with different business names and addresses but all of their bills from us go to one central office. When we were just using Quickbooks, we could accomodate that by having one customer (one billing address) with multiple ship to addresses. We cannot do this with Method as it only allows one ship to address per customer. If we create multiple customers with different business names (i.e. 1. John Smith, Super Save#1 Gas, Address 1, 555-1234, smith@email.com; 2. John Smith, Super Save #2 Gas, Address 2, 555-1234, smith@email.com, etc), then we run into a different problem in Method because when we send estimates and invoices through the contact portal, a different portal link will be created with each of the different contacts. It doesn't seem to matter that all of the contact information is the same, name, email, and all. (I understand this is probably a fundamental property of contact portals for security reasons). This means that my customer will not be able to see all of his estimates and invoices in one portal but will have to go to a separate portal for each one of his businesses. This means he'll have to juggle between different portal links, which could easily get confusing and accidentally deleted in email.

Any idea how to circumvent this problem? I'm new to Method and really trying to get it setup so we can actually start using it to accomodate all of our customers.

Thanks!!!

Contact Portal Cases Not Updating

RyanR — Wed, 30 Apr 2014 23:38:07 GMT

Hello! I'm very new to Method and have spent the last 2 weeks pouring over all the information available on it. I'm running into a problem with the contact portal. Specifically, if I email a customer a link to their portal and they submit a quesiton (start a case), I'm finding that my reply to the customer is not being shown in their portal.

I created a test customer, made a fake estimate, and emailed it to myself. There, I asked a question and opened a case. I can see the case in Method (and I receive an email about the case being created with a link to it since I set up that notificaiton). The test customer also received an email letting them know about the case they created and showing the quesiton they asked. I can see the activity for the case in Method, in which it tells me where the quesiton came from ("Case Updated Through Portal: 'Question'"). But, when I reply to the case using the Case Dialog & New/Edit Activity, my test customer account cannot see the reply in their portal. This is true whether I check the box for "Email Case Notificaiton to Contact" is checked. The test customer will receive an email but it doesn't show my reply (only the original question) and going to the contact portal shows no update either (again, only the original question).

Furthermore, in the Cases screen, if I click on the "Existing Activities for this Case" tab rather than the "Case Dialog & New/Edit Activity" tab, and click on the activity number, then type my response in to the comment box (which contains the original question) and save that, I still cannot see the reply in the contact portal. If I also check the "Send an Email" box at the bottom of the Edit Activity screen for the case, the email screen pops up on the right where I can choose an email template. However, my CRM_Caseupdatefor_Customer is not listed in the dropdown list. Clicking the ellipses brings up the edit template screen where I can select and edit that template but after saving it, it still cannot be selected from the dropdown list for the case update email. So, there doesn't seem to be any way for my customer to see my reply to their question via cases. I'd have to just email them.

I feel like I'm missing something here because this seems like a basic function that should work. Anyone have any ideas? Any help is greatly appreciated!!