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[quote user="kdellaripa"]Can anyone offer any suggestions?[/quote]
Which field are you using to matching the name from the invoice? The Name field in the customer table will only have the :job portion of Customer:job. You might want to match the name up with the FullName field as this will contain the full Customer:Job name. ...
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This question came in from Eric -
[quote]Is it possible to move an alt contact from one parent to another?[/quote]
Yes but only if the alt contact was added through Method CRM. We have a little more detail on our contact management capabilities here. Switching the alt contacts would not be part of our stock screens but you can ...
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[quote user="Innovative"]republishing did not fix it[/quote]
I just checked my stock calendar screen and all my past/future activities are all showing the correct colours. I also added a bunch of news ones and none of them seem to have any issue with the colour.
Are new items not changing colours or ...
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[quote user="mmason"]The purchase orders are creating error[/quote]
Hi Mat,
This screen is currently a placeholder as Intuit has not provided access to POs yet. Intuit has POs on the roadmap tenative for winter 2012. As soon as they provide access we'll review the screen and make any updates required ...
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Hi Marybeth!
[quote user="Marybeth Murphy"]I'm trying to play with conversions of leads into customers, and it seems that it can only be done via opportunities.[/quote]
There are a few ways to convert leads into customers, closing your opportunities is one but you can also convert a lead right from the edit lead page. If ...
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[quote user="dottie"]How can this info automatically populate instead of retyping in all the existing customer info?[/quote]
Each job of a customer is supposed to be a separate contact so there are no stock actions built to automatically fill in the billing and shipping addresses.
If you want to build the action for this you'll ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Edit Customer
Fixed (#3788) - same as the fix we applied for the New Customer screen. (QBO)
Edit Lead
Fixed (#3788) - same as the fix we applied for the New Customer screen. ...
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[quote user="John M"]Work order to estimate, is it possible?[/quote]
Not without customizing this. You may want to review the process we use to create an invoice from a work order by looking at the actions on the FieldService_WorkOrderList and FieldService_CreateInvoices screens. On the work order list screen ...
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[quote user="MikeB"]Is there something that I need to do to get the time drop-downs to show up in the "New Activity" screens in non-mobile format?[/quote]
Hi Mike,
To enter the time on a non-mobile screen you'll have to manually type it - there's no way to select the time like you can on the mobile screens right now. ...
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[quote user="viret56"]Can this be done between screens?[/quote]
Yes! When you're looking at your action list there's a radio button above the event dropdown which says copy action. Select this then pull down the action dropdown and you'll notice it changed to list all the action sets for the screen. ...