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Great! I'm glad to help.
Jason
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Sam,
thanks for the information. I'll test those options.
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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.
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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 ...
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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 ...
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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
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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 ...
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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
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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 ...
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I have certain estimates that have 10+ line items (estimate #5024 is a prime example) and when i go to view these estimates blank pages show up on page 1, before page 2 and 3 which have the actual line items. How do i correct this issue? I know we had consultants do customization, but i dont understand why this issue would be ...
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