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Hi Beth,
We don't have a webinar specified to customizing the Home Dashboard but here's a blog post which will certainly help you out. You can find the names of the specific charts by making a copy of the CRM_Home Dashboard screen then editing it, then edit each Report Object and check which report is selected. For example, ...
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Hi Kitty,
I wasn't able to recreate this. Are you sending the email through the List Builder? On which screens did you build the template and send the email?
- Adam
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Where can I find information or webinar on personalizing the Dashboard? When I do a search it says nothing found.
~ Beth
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I set up invoices to default to check the box of "Waiting for sync approval". My question is - where do we now go to approve the invoices so that they will sync?
Thanks!
Karen Dellaripa
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Nevermid the last comment as you need to have the "eCommerce" option enabled on your account. Would still like an ETA on Intuit Payment option for ACH. Thanks!
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I have a contact for an existing customer and now that contact is a customer. Can you convert that contact into a customer?
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Also please note that when attmepting to connect the Intuit Merchant Services as a gateway and click the provided "Click here to get a Connection Ticket" . After logging in we are getting the following error:
https://merchantaccount.quickbooks.com/j/sdkconnection/connectionList?appid=182336692
Your merchant service account is not set ...
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Any updates on ACH through Intuit Merchant Service (IMS) or (Intuit Payment Network)? We are really trying to centralize our customers towards our Method Customer Portal. We have considered a link to an external ACH portal but we are willing to wait if it is on the horizon...
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Hello forum,
I have created templates to use on my campaigns. My campaigns are just emails with information about information needed for our firm during tax season. What I am seeing when i have been testing my emails are the FROM section has a long format like this: Kitty A Walker [cj@cjspadycpa.com]; on behalf of; Kitty A Walker ...
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Thanks for letting know.
Sorry for the inconvenience.
Paul