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I figured it out. I am all set. Thank you for all of your help!
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It is the customer's email address and phone number that I would like to display on a printed estimate. Right now, I am able to show the email address and phone number on the estimate screen, and I have set up the estimate to display that information within report designer, but there is a disconnect somewhere that does not allow the printed ...
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I apologize if I was unclear. The customer email address and phone numbers are showing up on the Estimate screen. The problem is that I can't get the estimate "report" to display those values for a printed estimate. I have added that field to the report in report designer, but it is not pulling the information and displaying it in ...
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Hooray!!!! It worked! Thank you so much!
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I don't have a Referral Source entity table... Referral Source Entity is a dropdown in my Customer and Entity tables, and is not marked as unique in either of them.
Do I need to create one? It did not appear to be necessary for this to work in the Edit Lead screen.
I regenerated the Entity and Customer tables.
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We celebrated too soon... I was able to change the template for the Estimates in order to display the Sales Rep's FullName, and it worked briefly, but now that part of the template has reverted back to displaying Estimate.SalesRep Instead of FullName. I am making sure to save before closing the report designer, but I cannot get it to ...
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I dragged the new fields into my custom estimate screen, and they are displaying the customers info in them, but htey are still not showing up in the estimates in print preview.
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With the help of a Consultant, we created a field on the EditLeads screen that displays a list of leads generated by leads checked with the IsReferralSource checkbox (that we also created). This displays fine in the EditLeads table. I copied all the steps taken for the EditLeads screen and applied them to NewLead screen. The fields are there and ...
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Okay, I figured out how to add the FullName of the SalesRep, but I still don't understand why the customer email address and phone number are not showing up on the estimate.
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I worked with a consultant yesterday to get help with adding a few fields to the Estimate table in order to have them populate our estimates with the SalesRep’s information. The email address field and phone number field are populating the estimate perfectly, but I cannot get the SalesReps full name to show up in the estimate. I have added a ...
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