Re: Job Status drop down renaming customization

Anonymous — Fri, 07 Sep 2012 20:02:31 GMT

dottie:
I would like to rename the drop downs in job status to make it clearer for our employees.

This change is made in QuickBooks but there's an issue, QuickBooks SDK does not allow us to actually see the custom captions you input. If you made this change it would only be visible in QuickBooks. There may be a way to customize around this limitation but there are a few areas where the job status is used (eg. the calendar) so you may be getting into a bigger customization job than you wanted.

To make the change in QuickBooks click Edit > Preferences > Jobs & Estimates > Company Preferences.

dottie:
If I can also create a box that allows the job started date to be entered somewhere close by that would be perfect.

Actually the start date is already included on the stock Method screens and in QuickBooks. When editing a customer record, under the payment & job info section you'll notice start date under the job status drop down.

dottie:
Is there any way to include this drop down as a filter in the customer list screen?

Yes. You'll need to make a copy of the CRM_CustomerList screen then edit the grid for Contacts. Step 3 of 9 is where you can adjust the current filters or add new ones. Have a look at some of the stock filters here and you should have a good idea how to build your own. If you get stuck post back!

Job Status drop down renaming customization

dottie — Fri, 07 Sep 2012 03:38:50 GMT

I would like to rename the drop downs in job status to make it clearer for our employees. For example the current dropdown are Awarded, Inprogress, Completed, NotAwarded.

I want to rename them as:

Awarded/Approved

Inprogress/JobStarted

Completed/Closed

Not Awarded/Closed

If I can also create a box that allows the job started date to be entered somewhere close by that would be perfect.

Is there any way to include this drop downs as a filter in the customer list screen?

Method:Classic General Q&A

Re: Job Status drop down renaming customization

Job Status drop down renaming customization