Method Community

Hi Ben B and andy, I now see what you're referring to. My web-to-lead activities and opportunities are not actually assigned to the Contact. However, when you view the Customer/Lead record and look at the Opportunities tab section, it displays the Opportunity record and the name displayed is actually pulling from the ContactName field from ...

Great! I'm glad to help.  Jason

Sam, thanks for the information. I'll test those options.

Jason, This will work for what we need by just adding a new line to move stuff around. Its not perfect but very workable. Thank you for all the help.

Okay, I've been screwing around trying to find some way to acquire the Sales Order # associated with an invoice line item. In Quickbooks, it's clearly obvious and included as a field on every invoice that is produced from a sales order. In the QB Database, it's even more obvious, and also included in the InvoiceLine table ...

 I did actually have contactname set but it still didn't work. I had played around with it a bunch adding and removing things so that's why you don't see it now.  I went in to the opportunity once it was created and saw the contactname appear and disappear and when looking in action steps saw it was because the contacts ...

Hi David,  I see what you mean. I will try and replicate this behaviour and find a solution for you. If I have an update, I will post it here. Talk soon! Jason

Hi Jake,  The reason the LineOrder number reverts back is because Quickbooks will not allow you to rearrange items that are already on the estimate. You can only set the LineOrder on a brand new item. The only work around for changing the LineOrder of existing items it to recreate the item, set the LineOrder column to the correct ...

Thanks for the info andy! Karen, did this suggestion help in your case? If not, please elaborate on what exactly you're trying to accomplish. - Ashur

Hi Ben B, I took a look at your web-to-lead form and noticed that in Step 3 of 9 you're missing the ContactEmail, ContactPhone, and ContactName fields. Then in Step 4 and Step 5 there are no fields selected at all, so no activity is set to be created. Create a basic web-to-lead form and compare the fields in it with the fields in your ...