DiscoverCRM-etc. Podcast with Kathy Hahn | CRM | Ecommerce | Online Tools025: Mavenlink Customization and List Integration with QuickBooks
025: Mavenlink Customization and List Integration with QuickBooks

025: Mavenlink Customization and List Integration with QuickBooks

Update: 2014-07-25
Share

Description

Mavenlink customization and list integration with QuickBooksIn Part 2 of the interview by Kathy Hahn CTO Roger Neel describes Mavenlink customization and list integration with QuickBooks. He talks about the setup and mapping of names within the various lists, vendors, customers, employees, items, and jobs (projects). Recording of time and costs can be applied to projects for great task management processes and for job costing purposes.


Custom fields are a new feature and specific grouping processes sometimes referred to as project portfolio management are available. Reporting procedures with a total view of the project are an important feature within Mavenlink and they now also have a baseline feature with metrics to see how the projects have evolved over time.


Roger discusses pricing, billing, and support processes for Mavenlink.  Another development is the Mavenlink support for global integration with QuickBooks. To hear the details of the Mavenlink customization and list integration with QuickBooks interview, you can listen here:



Listen to the podcast here:



Listen to Part 1 of the interview by Kathy Hahn with Roger Neel of Mavenlink here


Reports in Mavenlink customization and list integration with QuickBooks


 


 

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

025: Mavenlink Customization and List Integration with QuickBooks

025: Mavenlink Customization and List Integration with QuickBooks

Kathy Hahn