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Hi Johnny,
If you're using the stock Estimate screen, you'll see fields in the grid called Quantity, Cost, and Amount. The Cost field on the grid is actually attached to the Rate field in the table. The workflow should be: Quantity X Rate(Cost) = Amount. See my screenshot below.
The TotalAmount field is ...
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The SalesOrderLine.SalesOrder.Other2 field is the child record that is associated with the current parent record. The SalesOrderLine.Other2 field is for child records as a whole. In this case, you want the former because you are looking for invoice items that are associated with the parent invoice record. Hope this makes sense.
- Jason
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Glad you solved your previous issue!
The stock Sales Order report doesn't have the field Other2 included. Did you try and customize the report by adding it? Which field did you drag onto the report? In the Field List section of the Report Designer, the path of the field should be SalesOrderLine.SalesOrder.Other2. You must first open the ...
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Hi Greenbee,
You may create sales reps in Method in the Quickbooks tab group under Lists>Sales Rep. You can then assign them to leads, customers, and opportunities yourself if needed. If you would like to take advantage of the built-in conversion charts on the home dashboard, you may ...
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Hi ncbiay333,
This seems like a pretty complicated customization job with a lot of steps and there can be many different ways to pull it off. I can point you in the right direction for each of your points, but you may have to hire a consultant to complete this job for you.
[quote user="ncbiay333"]1) Customize ...
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Hi Heather,
I understand that my screenshot may not be viewable to some users. Here it is again.
- Jason
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Hi Heather,
Just so I understand correctly, you have taken these fields (street address, city, state, etc.) and combined them into one field that shows the full address. Now you want to seperate them again into new fields on the screen? If the values are already a field in the table, you can drag that field onto the screen. ...
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The picture Dawn sent is posted below. If I understand correctly Dawn, you basically want a field similar to the Related to Campaign field on your screenshot, but for Opportunities and Cases on all activity screens? The screenshot you sent me looks like the Google Gadget and unfortunately at this time the Google Gadget cannot be ...
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OurCreativeTeam,
Yes this can be done in the stock Method CRM screens. To relate an existing activity to a case or an opportunity, go to Activities>Activities List and click Go To... on the activity you would like to edit. Make sure you are in the Recent History tab, and you will see to the right of the screen the ...
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One more thing I forgot to mention. If you need some help with the Import/Export tool, there is a great article here in our Help Center which will teach you how to use it.
- Jason
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