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Can the activity status be changed to something I am more familiar with?, for example:
not statrted to active
in progress to on route
etc.
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What table will I find the sort order filed, I want to link it to the activity table
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If you have a grid base on the activities table but I want to add fields from the customer table, how do I do this?
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Is it possible to add a new status to the lead status, if yes , from where?
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Can I tag "job name" in work orders?
If yes what table the "TagList" field should be created?
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From the activity screen, if you click on schelude a follow up, can a work order be schelude from there?
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When you copy a work order to another customer is the "to be renewed" check box supposed to copy too?
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What is the best aproach to a client with two emails?
Create a new field in the customer table? "email2" or add a second contact with the same name to the customer
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Let's say that I create a recurring work order name 'Lawn mowing' and I schedule this to several customers.
Six months later I decide that I want to change the name of the service from "Lawn mowing" to "Mow, Edge and BLow".
Can this be done?
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Can every step or application have a different 'job item" ?
If I create a Step#1 (item service from QB), and have an invetory item 20-8-8 fertilizer, can step#2 have a differente job item?
I see how I can create the 6 occurrences and change the name, but I don't see how I can change the job item. If this can't be done.
How ...
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