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swm023-
When you add a new field to a table (In this case the customer table) it should show up in the toolbox under Add Fields for screens based off that table.
-Michael
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smohyee-
You can do something simliar for Sale Orders but when you create a Sales order you don't assign it to a contact you assign it to a customer at least on the standard Method screens it works like that.
-Michael
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Andy-
If you edit the actions associated with the drop down causing the issue, you will most likely see that action 20 is an End loop through grid instead of an End Loop through table, change it to be End loop through table and it should most likely fix this issue.
-Michael
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LAppeal-
The issue here is the format string for the labels.
Click on the label that you want to format and you should see '>' appear just above it, click on it.
Click ... next to Format string and select the appropriate format.
-Michael
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Dan_AA,
To actually see the new fields that you add, you will have to customize the screen and add the fields onto it.
Go to Customize > Screen and edit the CRM_EditLead screen. In the designer you should see the new fields you added on the left and you should be able to drag them onto the screen. When you go to edit the CRM_EditLead ...
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swm023-
Go to Customize > Screens and look for the CRM_EditLead screen, you will have to make a copy of it before you edit it.
-Michael
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shelley-
I logged into your account and took a quick look, I think you are just using the wrong screen.
Under Customer Center > Customer List you are using a screen called Customer List - Admin Sales (You can see this by hovering over the tab link name).
Looking at the your most recently customized screen Customer List - Shelley, I can see ...
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shelley-
Take a look at the filters that are applied to the grid on that screen, make sure that for each filter that is using value from screen that the field still exists on the screen.
-Michael
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Jeff-
If you are just looking to send bulk emails for invoices and to get some kind of notification when a user view an invoice in the portal it would most likely not take more then 2 hours of consulting time($125/hour).
-Michael
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Jeff-
[quote user="Jeff Douglas"]My issues are recurring billing a new module we purchased call Method Scheduling & Invocing The major issue is that once a batch of reccurring invoices are entered I have to manually go through each item entered and email send the invoice. Is it possible to send all recurring invoices at one ...