Search results by user ID 6447

Re: Need to have an Entity Field "Notes" on my Vendor Screen

Ben — Wed, 12 Oct 2016 14:09:41 GMT

Are there any updates to the status of QBO supporting the Notes field API?

Thanks!

Re: How do I add a Time Zone filter to a tables and grids lookup? (...and add logic to the state field)

Ben — Fri, 07 Oct 2016 16:37:31 GMT

I would now like to cause the time zone field to auto-update based on the input in the state field

- for example an input into the State field of OK (for Oklahoma) would result in CDT (for Central Daylight Time) in the TimeZone Dropdown Field.

In excel this is done easily. Here is the scripting: =if(ISNUMBER(SEARCH(A1,"WA,OR,CA,NV")),"PDT",if(ISNUMBER(SEARCH(A1,"MT,ID,WY,UT,CO,AZ,NM")),"MDT",if(ISNUMBER(SEARCH(A1,"ND,SD,NE,KS,OK,TX,MN,IA,MO,AR,LA,WI,IL,TN,MS,AL")),"CDT",if(ISNUMBER(SEARCH(A1,"MI,IN,OH,PA,NY,VT,ME,NH,MA,RI,CT,KY,NJ,DE,MD,WV,VA,NC,SC,GA,FL,DC")),"EDT",if(ISNUMBER(SEARCH(A1,"AK")),"AKDT",if(ISNUMBER(SEARCH(A1,"HI")),"HST",""))))))

"A1" Being the reference cell in this case. In Method, I would like to have the State Field be the reference field, and set up an action for that field based on text change (unless you know of a better way to do this)

Need to have an Entity Field "Notes" on my Vendor Screen

Ben — Thu, 30 Jun 2016 19:30:37 GMT

Hello,

I can use the Vendor field "Note" and it does not communicate with QBO.

The Entity Field "Notes" does communicate with QBO.

Can you please help me know how to get the Entity field "Notes" to be accessible on my Vendor page.

Thanks!

Ben

How to delete multiple (or all) documents from shared active documents list

Ben — Wed, 16 Sep 2015 14:31:07 GMT

There is currently only one method to delete documents from this list - you have to manually open each document and delete it by clicking "More actions" and "delete document."

I have over 200 documents that are outdated because of an address change. I need to delete all of these. Tech support said that there was a way to do this easily by customizing - creating a loop action...but I am unfamiliar with how to do this. Please help!

Thanks!

Ben

Need to See Quantity on Hand from Quickbooks

Ben — Wed, 20 Aug 2014 18:42:06 GMT

I am trying to create a platform from which my salespeople can see how much quantity we have on hand prior to trying to sell it. For example, I have 25 wigits on hand...but currently my salesperson cannot see this information. They promise a customer 100 wigits because they thought that this is how much we would have on hand today...but they were wrong.

Now they create an invoice for 100 wigits, but I only have 25.

The fix: I need to have the ability to see my quantity on hand at any given moment.

When I export the "Items" table or list...it has quantity on hand as column AK, however the entire column contains no data.

Is this data that can be turned on/off when syncing? Is the data just not available to method in general from QBO? Please help! :)

Thanks!

Ben

Re: How do I add a Time Zone filter to a tables and grids lookup?

Ben — Thu, 24 Jul 2014 16:05:00 GMT

Hi Mark,

I've recently become more familiar with the Vendor edit page, but I'm unfamiliar with the entity table. Are you thinking that time zone is an existing field or drop down that comes standard for everyone, or are you thinking that I am going to need to define all of the states that exist within each time zone option? If so, I'm not even sure where to begin on that task because I don't really even know how to get to the entity table.

Could you expound a little for me? Thanks for being patient and helpful with my super beginner questions!

How do I add a Time Zone filter to a tables and grids lookup?

Ben — Wed, 23 Jul 2014 21:55:59 GMT

I would like to add a time zone filter to my Vendor and Customer lookup tables/grids. I would like to know how to add this filter to the window that I see on the left hand side of the screen when I open my vendors window. I would like the option to either not use the filter, or to select one of the United States time zones as a filter.

Endicia/USPS integration.

Ben — Wed, 02 Jul 2014 20:28:51 GMT

The easy answer to this post - (I'll answer it before I ask for a current workaround solution) is to accept the Endicia API into the METHOD suite of features.

SITUATION:

I am working with a third party integration team and they are trying to help me get everything set up as much as possible prior to involving METHOD consulting - because the other company doesn't charge anything for development or interface integration. So he is trying to get everything all but set up with METHOD, so that when I do involve METHOD, the time needed to finish the setup should be very minimal.

So here is what we are trying to do. I am trying to create an interface that will allow me to click one button and have it do multiple things - including activate certain features on this third party's site. We are trying to create USPS return postage labels (.pdf) to send via email to my vendors (I'm a reverse logistics - end of life cycle disposal company). ...So from my leads or vendors screen I want to have the button send out the information that the third party is requesting. If you are reading through this, please read through the whole thing so that you can get the full scope of what we are trying to accomplish here.

Thanks! and happy reading!

Here are some questions that he asked me to get answered by METHOD to see if they can add (auto-populate) the tracking number to the Lead or Vendor records after the labels are generated by Endicia Software:

Questions for Method:

In Method CRM is there an existing table to import a CSV file with RecordID, and TrackingNumber so that the TrackingNumber is added to the records for the Lead or Vendor?

If yes, which table, what are the field names, and how is the data associated with the correct Vendor or Lead?

If no, how can a table be created, how can a CSV be imported into that table, and the TrackingNumber added to the records of the matching RecordID?

This is what we have setup so far.

Temporary Setup:

Using the Method CRM's export of Vendor table, export RecordID, and the needed address fields to a CSV file.

Endicia Professional with Dazzle is configured to read the addresses from the CSV file.

1. Shipping person retrieves the address with the RecordID

2. Prints the label by selecting the Return option

3. The label is printed to a PDF file

4. The PDF is manually emailed to the recipient

The answers to the questions for Method (above) are so we can determine if Method can import a CSV file to update the Lead or Vendor with the tracking number, and exactly what needs to be setup in the Endicia Professional Post-Back CSV

For future reference, this outlines the ideal setup to enable minimal manual work by the shipping persons.

Desired Ideal:

When viewing a Lead or Vendor in Method CRM

1. Click a button in Method CRM

2. Return label prints in PDF, and is emailed to the recipient

3. Tracking number is populated in Method CRM

This can be setup by programing Method CRM to use one of Endicia's Developer Integrations.

To use the customized label (with the Rubber Stamp and the added text box), the DAZzle XML integrations should be used. This would require having the Dazzle software installed on the shipping computer(s).

For more information Method can look here:

http://www.endicia.com/developer-resources/desktop-xml-integration

Click "Download DAZzle XML Interface for PC", fill in the form, and submit to get the documentation.

If the custom label is not required, the Endicia Label Server API can be used. This could be advantageous because no Endicia software is needed on the shipping computers.

For more information Method can look here:

http://www.endicia.com/developer-resources/endicia-label-server-apis

Click "Request more information", fill in the form, and submit to get the documentation.

Either of these methods would require programing and implementation by Method CRM, and would benefit Method CRM by adding shipping to their capability. And as an Endicia Partner, they may receive referrals from the Endicia Partners pages. http://www.endicia.com/all-partners/integrated-partners

Cross Functional Screen Customization

Ben — Wed, 18 Jun 2014 13:15:49 GMT

How can I customize a Customer screen using fields from my Vendors table, or vis versa?

For example, I have some custom fields that I created on my Vendor Table, and I would like them to show up on both my customers screen and my vendors screen.

Thanks!

__________________________________________________

Update to my Question

When building a new screen, am I able to pull data from multiple tables, and if so, how is that done?

Want the Same Suite of Features in Vendors as there are available for Customers

Ben — Wed, 18 Jun 2014 02:58:46 GMT

Preface: I'm preparing my page layouts before I import the majority of my database. I'm running into a snag here and am hoping for an easy fix!

Background: In my business we prospect for new Vendors - not Customers. I really want to see a very similar page setup/layout for my Vendors as I see in the Customers Tab. However, I can't seem to copy the screen over. Here is what i am trying:

Steps I'm taking: Go to Customize>Screens>CRMQBO_EditCustomer>Copy (select this account, and saved as MyVendorLeadsList, Selected "add a tab link" and selected the tab "Vendor Leads")>Finish

Now I wait for it to copy over.

Click the newly created screen "MyVendorLeadsList" to edit

It loads the screen just like it's supposed to!

Now comes my problem...

Fields are pointing to customer field values, but it's not allowing me to select relevant vendor fields.

e.g. Customer Name is the default value on the page. The available fields to the left don't provide an option for (FirstName) (LastName), which is how the vendor page is set up to receive the contact's name.

Additionally, there are other fields that I don't know how to point to the data fields that I'm preparing to import.

Some of the fields that I can't link up are AccountNumber, AltPhone, AssignedTo, CompanyName, FirstName, LastName, LeadSource, LeadStatus, Name, NameOnCheck, Phone, VendorAddressAddr1, VendorAddressAddr2, VendorAddressAddr3, VendorAddressAddr4, VendorAddressCity, VendorAddressPostalCode, VendorAddressState, and some custom fields that I created.

Now, I know that I can create field names for all of these, but I'm afraid that I'm going to go through all the work to do it, and the fields aren't going to be linked up on the backend in a way that the import will recognize those fields as the fields that I think they're pointing to...

I've spent over 12 hours on this CRM merge today and I'm pretty worn out. If anyone can help me, I would be very thankful

Thanks in advance!