Hello,
I am tryng to add a field in Method that allows me to choose the price level for a new customer. Right now we have two price levels, wholseale and retail. I have played around with the field customization but I can't seem to get it to work. It is probably something simple I am overlooking.
When creating a new account in QuickBooks there is an option to pick the price level, however, no mater what I try I cant get this to translate over to our CRM site. Can someone please help me with a solution or direct me to a forum that I can refer to (I havent found one yet)? If I need to be more desriptive in what I have tried please don't hesitate to ask.
Thank you for taking the time to read my post!!!:)