Search results by user ID 7207

Viewing Open Sales Orders in Method:New

gfoxjr — Sun, 15 May 2016 13:33:19 GMT

Newbie question, maybe? I can see estimates and invoices, but where are the open sales orders? It would be a great feature for our salespeople to see what orders are yet to be shipped. Seems to me like this should be on the App Ribbon. Is this something I'd have to customize?

Thanks for your help in advance!

Documents in Method New

gfoxjr — Sun, 15 May 2016 13:29:26 GMT

So. I'm wondering if this is a feature that I just can't find? How do I attach a document to a customer/contact? What if I want my salesforce to have access to a shared document pool? I see that this functionality was available in the classic version. How about with the new?

Re: Importing Contacts

gfoxjr — Sat, 14 May 2016 13:19:36 GMT

OK. I've found it.

"Show only common tables?" in the import/export tool. I'm a tool.

Importing Contacts

gfoxjr — Sat, 14 May 2016 13:09:03 GMT

Hello!

I'm migrating data from SugarCRM, which has completely seperate contact and account tables. In the import/export tool there is no option to import contacts only, although there is a contact database. Older versions of method appear to have a seperate contacts table. In fact, I can see the contacts table in the current database structure, however I cannot directly import or export to this table. So I suppose I'm looking for some guidance on how the import process should proceed. My current plan:

1. Export and merge Sugar accounts with at least one contact into a single excel spreadsheet.

2. Export additional Sugar contacts in a seperate spreadsheet.

3. Import the accounts/contacts spreadsheet to the method:customers database.

4. Import the additional contacts spreadsheet to the method:___?___ database.

Can anyone help me fill in the above blank?

Much appreciated!