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We celebrated too soon... I was able to change the template for the Estimates in order to display the Sales Rep's FullName, and it worked briefly, but now that part of the template has reverted back to displaying Estimate.SalesRep Instead of FullName. I am making sure to save before closing the report designer, but I cannot get it to ...

Hi Ken, Since the field was added to the Activity table, it won't be available in your Invoice screen as it's based off of the Invoice table. What you can do is edit the Invoice table to create a Dropdown which is attached to the RecordID field of the Activity table. Once that's done, you can create a Linked field which ...

I dragged the new fields into my custom estimate screen, and they are displaying the customers info in them, but htey are still not showing up in the estimates in print preview. 

With the help of a Consultant, we created a field on the EditLeads screen that displays a list of leads generated by leads checked with the IsReferralSource checkbox (that we also created). This displays fine in the EditLeads table. I copied all the steps taken for the EditLeads screen and applied them to NewLead screen. The fields are there and ...

Hi Allison,  Glad you figured out the SalesRep issue!  As for the linked fields, you said that you have added them into your Estimate table which is great. However, have you added them to your customized Estimate screen yet? When you edit the screen, you'll be taken to the screen designer. From here, find ...

Hi Scott, Does this customer show in your Resolve Conflicts?  To check, click the gear icon in the bottom right of the grid for the Customer list.  You'll see checkboxes for the grid fields.  Check the Entity RecordID at the very right (see screen shot) and click Update.  Then go to your QuickBooks > Resolve Conflicts ...

I am trying to access a customer and this is the message I get. The customer shows up when I search in the customers tab and all of their information is there but as soon as I click on goto it gives me this message. This happens on all of our users also. What can I do?

Hey Ben B, You can easily do this using the Generate Report action. First create your template using the Report Designer and make it pleasing to the eye. Then customize the screen you want to generate the report from and you can set the filter criteria within the Generate Report action. Below is my example which shows all activities with the ...

Okay, I figured out how to add the FullName of the SalesRep, but I still don't understand why the customer email address and phone number are not showing up on the estimate. 

I worked with a consultant yesterday to get help with adding a few fields to the Estimate table in order to have them populate our estimates with the SalesRep’s information. The email address field and phone number field are populating the estimate perfectly, but I cannot get the SalesReps full name to show up in the estimate. I have added a ...