Search results by user ID 6621

Customization Question

DAllen100 — Tue, 17 Nov 2015 21:48:19 GMT

Hi,

I had an e-commerce portal customized a while back. We were using a third party warehouse at the time, and we have a field in Quickbooks that I asked to be auto generated to the EDI code for that warehouse. It would be the default code when someone places an order that syncs to Quickbooks. I need to change that code. It should just be a quick fix, so I don't want to set up a whole session for it. Does anyone know where that code meay be located in Method?

Product Registration/New Customer

DAllen100 — Mon, 08 Dec 2014 17:42:53 GMT

Is there a way that when a customer registers their product on our website, it can be be linked to essentially create a new customer profile in method and quickbooks? Currently, when a customer registers it sends me an email and I just load the info manually.

Thanks.

Re: How do you create an order page on contacts portal?

DAllen100 — Fri, 05 Dec 2014 14:22:14 GMT

Thank you, that was a great help.

Re: How do you create an order page on contacts portal?

DAllen100 — Wed, 03 Dec 2014 15:48:05 GMT

Thanks for your reply, Jeff.

We're going to start off by just sending the link to the portal to all our existing clients that we have quickbooks accounts set up. We may eventually add a link to the website in the future. We want them to be able to create an account linked to their quickbooks account.

What I would like is, once a customer is logged in, when they want to place an order, the page defaults to show their account info, such as their company and customer name and address, and possibly make changes to the shipping address if needed.

Any help is appreciated. Thanks.

How do you create an order page on contacts portal?

DAllen100 — Tue, 02 Dec 2014 16:27:07 GMT

I'm trying to create an order page on the Contacts Portal where our customers can place an order and it will link to Quickbooks. I'm using the QuickBooks_SalesOrder template, but when I do that and log in with my test account, under the Customer:Job dropdown, it shows all the customers in my quickbooks. I want it to just automatically load with the customer in the account.

Custom Pricing Questions

DAllen100 — Thu, 23 Oct 2014 18:08:54 GMT

I am a new Method CRM user and new to these forums and I have some questions. I have been reviewing a how-to that Justin set up on custom pricing and before I pull the trigger on it I want to make sure I understand it.

Does the customization outlined in the how-to article affect all customers or just the ones that have custom pricing? In other words anyone who does not have custom pricing will default to standard pricing. I have maybe 8 or 10 dealers who have custom pricing structures and the rest of our dealers and customers use the standard pricing. From reading the how-to article it looks like this customization looks at the "Customer Job" field in the Sales Order tab or the "Customer" field in the Invoices tab to go out and get the prices from Quickbooks. Method looks at Quickbooks to see if a customer has custom pricing. If there is custom pricing set up in Quickbooks it uses that if not it uses the default or "Standard" pricing. Am I correct in my thinking?

Also, I know enough to only customize a copy of a screen but I am not sure of the proper way to post the screen to Method once I am done customizing it. I read something about how I have to Pubish the screen and then save it?? It that right or is there another way to post customized screens? Thanks.