The Support Team - Adam, Jason, and Ashur (that’s me) - are here to help you with your questions about using Method CRM. Call us, email us, tweet us - we love to hear your feedback and find ways to help.
When customers bring up tricky topics we like to create Solutions and publish them on our Help Center (I like to refer to them as articles). That way all Method CRM users have access to these Solutions 24/7/365 in our easy-to-search Help Center. And starting now, we’ll b e blogging to highlight and share our latest Solutions to your questions.
The topic I would like to bring up today is:
Linking Method Users with QuickBooks (QB) Employees
You may be asking yourself "Why would I want to do that?", well let me tell you why. Linking someone’s Method User to their respective QB Employee will allow your organization to assign certain records to them, such as Leads or Customers.
For example, Bob's Auto Parts has a sales team of three (3) people, and Bob wants to divvy up his Method Leads evenly amongst his sales team. All he would need to do is edit the Lead and assign them a Sales Rep (QB Employee). Now, when Bob's sales team navigates to Leads and Contacts List, and uses the My Active Lead Contacts filter view, they'll only see the Leads which have been assigned to them. Cutting out the clutter is great, right?
Follow these simple steps to link a Method User to a QB Employee:
- Customize tab.
Navigate to the
- Click the Users tab link.
- Scroll down to the bottom of the page to locate the user, then click Edit... next to his/her user name.
- On Step 1 of 10, locate tLink to Employee/Vendor/OtherName (SalesRep) option and select the QB Employee from the dropdown list. *Note: If you want to link the user to a QuickBooks Sales Rep then look for names that are followed by initials in brackets, e.g. Joe Smith (JS1). Only Sales Rep records contain initials.
- Click Finish, and once the screen has refreshed, advise the user to sign out of Method then back in, in order to utilize the user setting change.
Hope this has been a helpful tidbit of information - there's plenty more where that came from!
Let us know if there are any topics you need more clarification on, and we'll be happy to write up some more juicy articles for our
He lp Ce nt er knowledge base. This blog was br ought to you by Ashur and the rest of the Support team. Signing off for now. Have an awesome day and stay tuned for lots more blog posts designed to help you do more with less
How to get in touch with Support
ill next time!