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I appologize in advance for the many questions but I am starting to feel a bit retarded. I just want to add a new field to the customer screen, just something that will be in the CRM. I have clicked on the Customize Tab -> Tables / Fields -> Customer -> Edit Fields. Then clicked Add a New Field, typed a Field Name ...
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Everything on our lead form works fine except for Lead Source. I have tried adding it as a hidden field and a select list but neither one works. I want the form to submit new leads and include the lead source = web.
http://www.ecoxotic.com/community/dealer-locator/ecoxotic-dealer-interest-form
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Is there a way to setup the Quickbooks sync so that is syncs everything to Method CRM from Quickbooks. But if changes are made in Method we do not want everything to Sync back to Quickbooks. For example we do not want invoices changed in Method and we definitely don't want any changes updated from Method to ...
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For the purposes of forecasting demand so that we can accurately purchasing items I need a report that shows the following.
- All open estimates
- The products and QTY listed on those estimates
- The probability of those estimates closing and when
Right now as far as I can tell the probability data is in the opportunity, but ...
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I can't find any documentation on customizations. :(
We need 3 price levels 20% off, 30% off and 40% off, how long would that take your team?
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I am technical so I can do some customizations, but I don't know where to start. If you can send me some information about how to setup the price levels I can attempt to do it myself and then see if I need technical support.
Thanks
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When we create estimates it is not pulling the price levels from QuickBooks based on the price level specified for that customer or lead.
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