Search results by user ID 5823

Email Signature

Jonsturm34 — Wed, 06 Mar 2013 23:29:43 GMT

I set up my email signature in Customize Users screen. But it does not show up in outgoing emails. I've BCC'd myself on some and the signature does not go. I cannot locate a button in the email writing activity screen to add the signature either. Is the signature set up only for templates or can I just write a quick email and get my signature info to be inserted into the email?

Re: Outlook Plugin New Contacts

Jonsturm34 — Wed, 06 Mar 2013 16:05:58 GMT

I imported a CSV of Customer Leads that did not have Contacts included.

Outlook Plugin New Contacts

Jonsturm34 — Tue, 05 Mar 2013 19:20:41 GMT

I've started adding contacts to company leads that I have in Method already using the outlook plug in. The problem that I am having is that they are all going to secondary contacts as there is no main contact associated with each company yet. Therefore when I go into method, there is no contact listed and it prompts me to list a main contact. If I do so then I have a double entry of the contact in that company as the outlook plugin already completed one.

Is there a way to add new contact by outlook plug in and have it be the main contact listed in the Edit Lead screen?

Re: Auto Calculate sales tax on Website purchases

Jonsturm34 — Tue, 26 Feb 2013 19:25:59 GMT

No not any custom screens involved. I have the codes and rates set up and synced via Quickbooks and all customers coded as Taxable. I have a simple item selection via payment gateway online and would like for the amount the customer is prompted to pay when entering their CC info to be the Item+tax amount that calculates when I manually create a new sales order in Method or QB.

Auto Calculate sales tax on Website purchases

Jonsturm34 — Tue, 26 Feb 2013 00:02:16 GMT

We had our website payment gateway integrated via MethodAPI to pull items from Method (that were created in QB) and their prices etc. When we run test purchases however, despite sales tax rates and codes being set up, no sales tax is being calculated, paid for, or being added on the sales order (which is where the sales are being entered by programming via API.

We had the orders go into sales orders so that I can move them throiugh the Professional Services AddOn and track time against them there.

Is there anyway that we can get the proper sales tax rate to calculate into the payment gateway as it is already pulling items and prices?

Jon

Logging Activities via Outlook Plug In

Jonsturm34 — Fri, 08 Feb 2013 00:16:25 GMT

When I log an activity via the outlook plug in, is there any way to log that incoming email and also hit a check box to send an email at the same time like with New Activities screen within Method itself? Essentially I want to log both the incoming email and the outgoing reply in one effort so I have documentation of both.

Re: Web Form to Lead

Jonsturm34 — Mon, 21 Jan 2013 22:22:54 GMT

Also, Is it possible to use 2 different Web Forms at the same time?

And if so is it possible for one of them to Automatically reply to the inquirer with a portal username and password to log in and fill out some information?

Thanks,

Jon

Web Form to Lead

Jonsturm34 — Mon, 21 Jan 2013 22:13:10 GMT

What happens if someone fills out the Web Form that is already in my CRM? Will it create a new one and then I have a duplicate or would it recognize the name and log an activity under that contact/Lead?

Is it possible to to have the web form automatically create a new lead/activity to follow up on and send me an email notification of the inquiry as well? If so, can the email appear to arrive from the person's email that submitted the inquiry so that the Gmail gadget would pull them up right away?

Thanks

Jon

Re: Drag/Drop Fields into Customization Screen

Jonsturm34 — Thu, 10 Jan 2013 23:27:39 GMT

That did it. Thank you.

Jon

Re: Drag/Drop Fields into Customization Screen

Jonsturm34 — Thu, 10 Jan 2013 20:45:44 GMT

I figured out the on grid editing however I still don't believe I am actually changing that field from the Contacts table itself. Let me know if you think I'm not understanding the layout of the tables and where the fields pull info from but the "Edit Contact" pop up screen under the "Edit Leads" link in Leads tab does not have my clickbox field that I added to the Contacts table this morning.

What screen should I edit so that I can get that clickbox to associate with each individual contact under any lead or customer? The contacts table and Customer/Lead table are different tables correct?

Thanks

Jon