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Hey Scott,
Can you try one more time? I told the team to do the fix on your Desktop account which is my mistake. Please try your QBO account again.
-- Loi
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Hey ITFromValor,
In order to have no extra columns or rows you will need to play around with the spacing around the fields and also the main detail body.
Here I used a table to list my data but note the space around each row. If you leave any white space in the detail space then it will create new rows in Excel as shown.
If you use ...
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Hey Scott,
Can you test to see if you are still having a problem? Our development team have resolved the issue on your account now. I tested on my account as well and verfied that I can move transactions to different customers.
-- Loi
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Hey Aaron,
That's great news that you were able to figure the formatting out.
-- Loi
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Hey James,
The build selection list is only set to include what ever you have in the list. Depending on how many names you want to filter, what you can do is filter the 1st name in a sales rep filter and then filter the 2nd name in another sales rep filter. This will allow you to filter out the two names with two filters for the ...
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Hey Mahlon,
I have created a ticket for our developers to take a look at the issue and I will let you know when they have resolved it.
-- Loi
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Hey James,
is the report simple to reproduce? Are you able to give me steps to replicate the report so I can investigate that error?
-- Loi
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Hey Mahlon,
I was able to replicate the problem you were describing. I have created a ticket for our development team to take a look at the issue. I will update you as soon as I hear back form the team.
-- Loi
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Hey NNF,
If you use the Standard Web-To-Lead Form you will not be able to add anything into the contacts table. You have to create a Custom Web Form and you will be able to add tags into the contacts table. Be sure to use the examples from the standard Web-To-Lead Forms to assist you with creating the Custom Web Form if you need ...
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Hey Rick,
Were you looking to design a new invoice template in report designer? We have some good content on our help center where you can find articles and videos on report designer. For our report designer article you can CLICK HERE and for our videos you can CLICK HERE. We also have some webinars you can view by CLICKING HERE.
-- Loi
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