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That was easy. Thank You.
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I saw that on two invoices I created this morning. Looks like it works great. Thanks Michael.
~Shawn
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Shawn-
This should no longer be an issue. Previously QuickBooks did not allow third-party software to send the address info but now they do so we were able to address this.
-Michael
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Lawrence-
An Activity and a Task are the same thing, expect when you click New Task it sets up some defaults one being an Activity type of To-do. This blog entry found HERE should help you setup reminders.
-Michael
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mlepitt-
This issue should now be resolved.
-Michael
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Woodweld-
If you click on the Due On column header it will temporarly change the sorting of the column. To change the defaults you would have to make a copy of the screen (CRM_ActivitiesList) and edit the grid. Once you edit the grid you can set the default filter view and change the default sort order.
-Michael
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Woodweld-
It is possible to displays both the Activities and
Opportunities on the same screen and make that screen the first screen that a
user sees when they login. You would basically be putting 2 grids on the
screen, one for Activities and one for Opportunities.
You can customize what is displayed on the calendar if you
make a copy ...
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ethanspa-
When you create/edit a web form and you go to step 8 of 9, in the Table - Field column do you see Customer - IsLeadStatusOnly, if you do is the Default Value True? This setting is what ensures that customers are only getting entered as leads and should be correctly setup by default unless changed.
-Michael
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What is the difference between an Activity and a Task?
Also, for either an activity or a task, how do I send myself an email reminder, and how do I set when I want to get the reminder.