-
Hi jwarren,
Things are on the horizon, just for clarification are you looking for creditcard processing or electronic cheques?
Dave
-
This is way to complicated to use from a customizers perspective. Especially coming from a Salesforce demo where you drag and drop the charts and graphs onto your dashboard to personalize the reports. Also, when I click on the "click here" link you gave me for help on a report based on the Invoice table I get an error message. There are ...
-
Kitty,
This looks like this is your issue. You'll have to change your Gmail settings.
http://lifehacker.com/5733436/use-a-google-apps-account-to-authenticate-outgoing-mail-from-your-regular-gmail-account
- Adam
-
Hi Karen,
To view Non-Posted Transactions go to the QuickBooks Tab Group > QuickBooks Home > QuickBooks Dashboard > scroll down to the Non-Posted Transactions section where you will see a grid listing all transactions that haven't been synced to QuickBooks. The user/manager would use this data to find the invoice and "approve ...
-
Hi Beth,
We don't have a webinar specified to customizing the Home Dashboard but here's a blog post which will certainly help you out. You can find the names of the specific charts by making a copy of the CRM_Home Dashboard screen then editing it, then edit each Report Object and check which report is selected. For example, ...
-
Hi Kitty,
I wasn't able to recreate this. Are you sending the email through the List Builder? On which screens did you build the template and send the email?
- Adam
-
Where can I find information or webinar on personalizing the Dashboard? When I do a search it says nothing found.
~ Beth
-
I set up invoices to default to check the box of "Waiting for sync approval". My question is - where do we now go to approve the invoices so that they will sync?
Thanks!
Karen Dellaripa
-
Nevermid the last comment as you need to have the "eCommerce" option enabled on your account. Would still like an ETA on Intuit Payment option for ACH. Thanks!
-
I have a contact for an existing customer and now that contact is a customer. Can you convert that contact into a customer?