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I'm trying to add a field and it does not allow me to to check the box that indicates that it will automatically add field to default screens. Please advise.
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I would like to create a job completion option, within each job entry in the customer list. The job completion percentage will be updated accordingly, within each customer. This percentage must correspond with quickbooks and must include the date and name of the user that updated the information. Also once the job is 100% complete I need to only ...
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I would like to change the filter by view options in the existing Customer Contacts list. For example, I would like to rename them, where it applies, as All jobs, Jobs in progress, Closed jobs, & unstarted jobs. If I can't rename, can I create these new filters and remove/hide the remaining filters in case they are needed in the future. It ...
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