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I have a customer portal & a new lead page on my website & I try to explain which one each person should use and I am not being very sucessfull.
Customers already in my date base will fill out what is in effect a new lead. This will add a duplicate customer & dulicate email address to the database.
I would like to let them ...
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In the last few days I have started receiving emails on what looks like everything posted to the Forums. I don't know what has caused this.
My in box is being clutered with things I am not interested in. Help!!
Grif@myredhats.com
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Perhaps I should explain little more of what I am trying to do. I have the Google app but I would like to make sure all of systems over and above Method & Quick have all my contact info. Seems like Google apps is a central point that my cell ;phone (blackberry Q10) , My phone system (Ring Central), My Tablet (blackberry ...
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Is there a way to copy or sync Method contacts with Google contacts?
Grif
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I have a portal which updates the customers profile. They enter from my website. When customer saves changes to there profile I would like them to go back to go back o my website or not close my website when they enter the portal. How would I accomplish?
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I am trying to post new leads from my website without having to create a user name & password. Is this possible or am I missing some thing.
Grif
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Item number gives me no possible selections.
I look at my Items in Mehtod and there is box grayed out is performed by subcontractor or partner
Box not checked even though I have checked I purchase this product/service from a vendo in quickbooks
This is the first time I have tried to use work order ...
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SchedInv_Estimate(2) getting an Error when Estimate selected.
Action Sequence:1
There has been an error during the action process.
I can't find ANY ACTIONS that are different than the orginal screen.
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It looks like the problem has been resolved. That editing for customer links has to be done in QBO. I do wish there was a warning or a fix for this. This can happen so easily.
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OK...this is driving me crasy and causing all kinds of problems. Every time there is a QBO sync's occurs somemore customers are inactivated. I have to run the activate program every day +. I think it is causing more problems than I have even figured out yet. HELP!!!!!!!!!!
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