The Contacts App allows you to view and edit contacts, customers, leads, and vendors within Method:CRM.
For more information on the difference between contacts and customers, please view our article: What is a Contact.
Changes you make are synced between Method:CRM and QuickBooks, however, there are certain cases where Method:CRM purposefully does not sync to QuickBooks:
- Customer Leads: Leads are not synced with QuickBooks but stay within Method:CRM. This keeps your QuickBooks clean.
- Multiple Contacts: Method:CRM allows you to have an unlimited number of contacts for each customer. This is not true for all versions of QuickBooks. Other than the first and initial contact, any further contacts created in Method:CRM are not synced with QuickBooks.
Viewing a Contact
Selecting a contact within your contacts list takes you to a screen where you can view them.
The contact screen is split. It will list both the contact and the customer it is associated with. (Note, if this were a vendor, it would display Vendor Details. Note that throughout this document, we will use the customer as an example.)
Above is a screenshot of a contact. Let's go into detail for each section.
- Contact Details - The details for the contact attached to the customer. Again, for more information on the difference between contacts and customers, please see our article What is a Contact?
- Customer Details / Customer Lead Details - The details for the Customer or the Customer Lead.
- App Ribbons - The customer will have a number of interactions and transactions associated with them. They are available to view by selecting the different tabs.
The Contact Header
The header at the top gives information about the contact and the customer it is associated with.
- Main Contact: This specifies if the contact is the Main contact or not for the customer. QuickBooks Desktop and Method:CRM will create one contact whenever a customer is create. This contact is known as the Main Contact and is the only contact that syncs with QuickBooks. Other contacts created in QuickBooks or Method:CRM will not sync to QuickBooks.
- Company: This field holds the company name for the customer.
- Edit: Edit the details for the contact, but this doesn't include the details for the customer.
- Tags: Contacts can be categorized by tags. Customers cannot be tagged.
- Portal Link: The Contacts Portal allows the customer to view and pay their transactions. This is a personalized portal link just for this customer. They are still able to use your account's main portal link. For more information about setting up portals, see Account Settings - Portal.
The Customer Details
The Customer Details section shows information about the customer associated with the displayed contact.
1. Customer Type: This field is pulled in directly from QuickBooks. Note, this is ONLY available for the US versions of QuickBooks Online and QuickBooks Desktop.
2. Depending on the QuickBooks version you are using, this will display:
- Assigned To (QuickBooks Online): This is the Method:CRM User the customer is assigned to if you are on QuickBooks Online.
- Sales Rep (QuickBooks Desktop): This is the Sales Rep assigned to the customer if you are on QuickBooks Desktop.
3. Price Level: For QuickBooks Desktop, if a Price Level set, it will show here.
4. Name In QuickBooks: This is the name used in QuickBooks when Method:CRM syncs.
5. Show more: When expanded, this will show:
- Shipping address
- Sales Tax Code and Sales Tax Items
6. Edit: Allows you to edit the details of the customer.
App Ribbons Section
On the right is a panel that takes up the majority of the screen, and this panel will hold related interactions and transactions. All the tabs shown are from installed apps the Method:CRM user has access to. Clicking the More ▼ will display more apps to choose from. The Other Contacts tab will display other contacts that are associated with the customer.
Selecting a tab on the top will show the related records from that app. For example, selecting the Opportunities tab will show you all the opportunities for this customer.
In the above image, the Activities Open tab is selected, and it shows two open activities for Meghan Wright.