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Hi Meghan, What you could do here is ask the user if they're already a customer/lead (ex. "Have you contacted us before?"), then have logic on your website that displays your Web-To-Lead form or a Contacts Portal login depending on their answer. Using a Contacts Portal, the user can login and open a ...

Hi mrojas, This currently isn't possible. If you wanted to do something like this, you'd have to create multiple Web-To-Lead forms. You could have a dropdown on your website that toggles between them, handling the logic on that side. Hope this helps. - Justin

Hi Alex, The Transaction table is a combination of all the separate transaction tables. You can find a list of QuickBooks Desktop transaction tables here. This table only contains the following key fields for the tables mentioned in the above link: So for tables that are mentioned in the list, the above fields will be ...

Hi Alex, We don't have an action for this, but you can use our Import / Export Tool to import data from a CSV file. Take a look at this Help Center article. You could give your users access to the API and the tables they need to use through it, and create a screen with a grid to show the information they're importing. Hope ...

Hi Mahlon, We're looking into this, I'll keep you posted through this forum thread. - Justin

Hi industrialrobotix, Sorry for the late reply. One thing you can try is to copy your custom screen and select Replace links to an existing screen, choosing your old Estimates screen. If that doesn't work, call in to our support line at 1.888.925.6238 x.2 and we'll be happy to take a look with you. Hope this helps! - ...

Hi Kenneth, I've put in a few feature requests, one for a "More Apps" function on the Dashboard and the other for the ability to be able to control the "show more" function on the left nav pane. I'll keep you updated through this post. In terms of Work Orders, they're ...

Hi Mahlon, I've put in a feature request on your behalf. I'll keep you posted. - Justin

Hanley, The onClosePopUp actions will run when a pop-up from that screen is closed. So in your case, when you close your Sales Opportunity screen the onClosePopUp actions for the screen behind it (New Activity) will run. Keep in mind you'll need some logic on your Sales Opportunity pop-up screen to ...

hkui, More specific to your situation, you'll want to check the filters for your Sales Opportunity dropdown (Step 5 of 6 for the dropdown). If you filter based on the Contact field rather than the ContactName field, it may resolve your issue. - Justin