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[quote user="SMFletcher91"]I'm trying to add a column to my lead list.[/quote]
On step 2 of 9 while editing a grid you should be able to add additional columns to your grid here. Is there a reason why you're using SQL overrides to show columns that exist in the table the screen is based on? You should be able to ...
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A small correction to my earlier post.
The opportunity is always saved properly. In case (1), an estimate is created. In case (2), a sales order is created instead of an estimate.
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I have a customized New Opportunity screen, a customized Estimates screen, and a customized Sales Order screen, amoung others. I added a button to the New Opportunity screen, 'Save & Create Estimate', whose purpose is to save the opportunity, then create an estimate from the opportunity, save the estimate and go to the ...
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It is a stock screen. It is the first time that I try to use that screen. Thank you.
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I'm trying to add a column to my lead list. So far, I've been able to redo my new lead, edit lead, and lead list screens. I've added a column to my lead list that shows me the address, city, state, and zip (with little trouble), but now I want to be able to see the notes on my lead list. I've successfully added ...
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Thanks Chad, I look forward to hearing what you come up with because I needed to do a similar import for deposits (only 400 records), and am now running into another problem.
I was able to import into the DepositTotal field without any problems. I also imported my deposit lines and all looks fine in Method.
Then I did my QBD sync. Checks ...
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No idea since the project is totally in the hands of Vocalocity team but I do not they are very motivated to get this released. Might help if you reach out to them and ask. :)
Danny
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Awesome, thanks! That is very exciting, any ETAs?
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@Jake - I just received confirmation from the Vocalocity team that their desktop widget will support Mac when it is released. :)
Danny
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It is only happening for the Lead I am
working on - I just tried it with other Leads and the Parent Company
info is there. When I open the pop-up for this particular Lead, the
Parent Company displays for about a second and then disappears.
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