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JKM@SA-
It could be that you are using the old cases list, the new one is called CRM_CaseList.
[quote user="JKM@SA"]Where do you enter the follow-up dates for the Opportunities?[/quote]
Are you referring to the Next Activity date for an Opportunity? This is determined by the next Activity that is not complete and is assigned to that ...
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In Method, go to the QuickBooks tab.
Then click Show Installation Steps.
Paul
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mlepitt-
I will have to test this, I believe there may be a check built into the tool. The other of looping through a table should work though.
-Michael
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Gosh, this should be so easy but I have searched and read posts. Why is it the download seems to be hidden somewhere and not out in the open?
I have a new computer I need to install it on.
Thank you.
Laura
laura@quick-training.com
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Edit Case
New - you can now launch the edit contact screen from any of the tab sections by clicking More actions... > Edit Contact... Of course a contact would need to be selected from the ...
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Rolf,
This issue should now be resolved.
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Yes, I've seen that blog. That is what prompted my question. We have changed the Leads & Customers List and the Opportunities List a little, so I would understand why the 2 columns would not be there. We have not touched the Cases List. Why don't I see the new columns there? Where do you enter ...
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I actually have already used the import/export tool to update those records with
records with blank values in the columns for portal username and
password. It zipped through the upload and made no changes to the records.
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mlepitt-
You could loop through the table and update those fields with a blank or you could use the import/export tool to update those records with records with blank values in the columns for portal username and password.
-Michael
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How do you upload values into a field for the purpose of clearing the field? I uploaded portal user/password information and I would like to clear it. How do I got about doing this?