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Hello Dave,
Here's my asnwer. According to your situation if you are dealing regularly with multiple contacts for a customer and you want to deal with each contact separately, then you should use job of a customer field by using the job of customer drop down under the additional information section ...
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Hello davewalter,
Yes, it is possible to re-assign an Opportunity to other Customer/Lead by simply selecting a diiferent Customer/Lead from the Contact dropdown on the Edit Opportunity Screen. Coming to your next question about merging two customers/leads in Method is not possible. But you can merge two different customers in Quickbooks ...
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Yes, to make the Internal? to "Yes", just follow the same steps, or you can even select the default value for that field. When you click on edit on Internal? field make sure on step 1 of 3 Checkbox properties on the Default value click on the checkbox to make it as a default.
Hope this helps!
-Inder
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I am glad it worked for you :)
Have a great day!
-Inder
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Hello Meghan,
Firstly, Call OnScreen Load Button has nothing to do with this. Here are few things that I want you to check:
- Make sure that your "Call OnScreenLoadButton" is number one on order action sequence, then "Enter value into Field" and lastly "Call another Action Set Case dialog & New/Edit ...
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Hello Meghan,
Here's my answer. You can definitely set the Schedule a follow up to show automatically on the Edit Case Screen everytime it loads. Here are the steps that you can try:
- Create a copy of the Edit Case screen and then click on the Advanced Screen Properties option.
- Add action Enter Value into Field on screen and update the ...
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Hello Micahk.
Here's my answer. As mentioned by Adam in the earlier posts, you can definitely use our tagging feature to tag them and filter them with the tags or you can set them Inactive and then use them when any potential sale comes up. Unfortunately there is no other way to convert a customer back into lead apart from the option ...
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Hello Industrialrobotix,
Thank you for your interest in Method:Beta. To experience the new amazing look please sign up for Method:Beta . Read this blog post on details on what our new version is like, who should sign up for beta and why you should sign up.
Hope this helps!
-Inder
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Hello Industrialrobotix,
Thank you for your interest in Method:Beta. To experience the new amazing look please sign up for Method:Beta . Read this blog post on details on what our new version is like, who should sign up for beta and why you should sign up.
Hope this helps!
-Inder
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I am glad that your issue is resolved and thanks for sharing the resolution.
-Inder
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