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Mike,
The easiest option would be to edit the grid on the Vendor List screen and add the Vendor Type as a column to the grid. Once the column is added you can click on the column's header to sort it or use the column's filter to only display certain types.
-Michael
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pdirect,
Method considers an opportunity as closed if the stage has the word "closed" in it. The pie chart is currently filtered to only show opportunities with a stage that contains the word closed. You could customize the screen to change this but the easiest option may be to just change your wording to "Opportunity Won ...
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pdirect,
I will test this out and follow up in this thread.
-Michael
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Hi there
I'd like to be able to search/sort my Vendors by type.
For example - select Contractors - and see all the contractors listed in the vendor list.
Is this possible? If so, how.
Let me know.
Thanks
Mike
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I changed the default sales stage wording to "Opportunity Won" and "Opportunity Lost". So how does method determine if it's closed? By using the word "closed"? By using 100% or 0%? I would think there would be another way of doing this so we don't have to use the word ...
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Michael
Ok this was strange. AT&T said they were having issues and it turns out my logic in a few buttons were off. Well its fixed now and everything is working.
Thanks, John M
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matlow99,
Are you receiving an error message when you click Save & Email? If not what exactly is the sequence of events? Or is this issue with the email that is sent out when you click Save & Email?
-Michael
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One more thing I wanted to add. Are you using customized screens? If so try it with the standard screens.
-Michael
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pdirect,
Setting an opportunity as "Closed Won" or "Closed Lost" should close the opportunity. On the Opportunities screen if you change the Filter By View for the grid to "All closed Opportunities" is anything displayed there? Also are you clicking the Refresh Charts button on the Sales Center Dashboard ...
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John,
This seems to work fine for me. I was able to send emails from the standard Invoice, Estimate and Activities screens with no issues. Are the emails that are showing up in your inbox displaying your email address as the To email address?
-Michael