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Hi Ronen,
I am creating a EmailTemplate and using that, yes in the body of the Email i am trying to display the data from the table in the method.
Thanks
Navitha.
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I noticed today that on my Customer Edit screen the Sales Tax Item dropdown included ALL of my active Items, not just the two Sales Tax items I set up - No Tax and Sales Tax. Until today, only these two items were in the dropdown...now all the Items are in there and that's not right. Also, the dropdown text is set to ParentFullName. Sales Tax ...
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Hi viret56,
In page A you have to make sure that on the button object, you have the action Go To Tab Link to direct you to the tab link of page B. That action will allow you to specify in the Tab Link dropdown which tab link you want the button to direct you to.
After you get directed to that tab link, page B will be ...
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so if i already have all the stages added that i want (using the "..." button) and i follow the above steps, will i have duplicate stages?
in order to filter, do the stages have to be added in the way you describe above (not using the "..." button). As for creating the filter, i am following you instructions as above ...
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I use online and don't have/need the app Method scheduling and Invoicing. Is there no other way?
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Ahhh, that makes sense now about the contacts table.
Well this is what we were wanting to do, maybe this will make it more clear where you can then make a suggestion for making it happen. We would like to track applicants (progress, contact, activity, etc.) and then convert them to employees (we actually them team members but I believe ...
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Hi mrjonboy,
The way that you have created your Standard Web To Lead form was correct. The information that is filled out on the web form will be sent to the customers table. The contacts table is used to store information for additional contacts for the lead or customer so you don't need to send that information to the contacts table.
In ...
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Hi swm023,
The Field Services Operations that I referred to is actually the app called Method Field Services for QuickBooks Desktop. if you are using QuickBooks Online, you will be using the app called Method Scheduling and Invoicing.
I hope that this helps.
Ronen
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Hi swm023,
If you have Field Services Operations installed, then you would want to take a look at the screen called FieldService_WorkOrderList and the actions for the Next Week link.
I hope that this helps.
Ronen
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Got it. Then I'd like to request a feature enhancement that allows the user to maintain their own email account password for their own profile. This keeps the admin out of the loop, preventing them from dealing with their users' email password.
Thx
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