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Hey Victoria,
The update is on the 3-6 month roadmap.
-- Loi
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With QB desktop we could combine customers in QB and it would combine on the crm side as well. Now if we combine customers in QBO it causes issues with one of the cutsomers in CRM showing up as (deleted) and transactions and notes no longer synch to or from CRM on either account (at least I think that is what is happening, I am not sure as it ...
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Hey Greg,
We are currently working on the fix and should hopefully released soon. I will let you update you as soon as it gets released.
-- Loi
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The following updates are now live for users of Method:Classic.
Fixed
Webforms issue which prevented some users from successfully submitting webform data (Ticket AS-1421)
Cheers
Jon
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Yes, very helpful! Thanks.
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Hey Baytonemus,
You will find the CheckNumber field in the SalesReceipt table. The view/edit donations screen is based off of the SalesReceipt table.
Hope this helps.
-- Loi
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Hi there,
Is it possible to close a estimate without deleting it? Not all of our quotes lead to sales and so we need the ability to close the quote but not delete it for our records. In the past, we've gone ahead and deleted the quote... but obviously this isn't good practice if we want to figure out our sales conversion ...
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I'm having issues pulling sales results. Here's what my code looks like.
I'm having an issue, here's what my actions looks like for a button I’ve created:
1 Assign Value to Action Result - create resultWhereSales for use with date calculations
2 Assign Value to Action Result - Assign Start Date to ...
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Has there been any update on this issue? We'd really like to begin using the new web-to-lead forms but need to be able to customize them and we currently can't. Thanks!
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