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The customer grid comes with a filter already set up. This filter allows you to create additional views but i was curious to know if additional "dropdowns" could be created? I'm looking to create additional dropdowns with values for cities.
I do understand that a user can enter the "city" value in the search box that ...
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UPDATE:
After logging out of the system and the going back in I was able to move the columns.
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Issue: The columns that are visible on the customer listing have been changed but we can not change the order of the columns
Background:
- We customized the customer screen
- Added a column to the customer table called "CustomerTypeImport"
- Imported 300 records with values in the "CustomerTypeImport" column
- We ...
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Issue: I imported a list of leads using the customer import tool and those leads appeared in QuickBooks
Background:
- Prior to importing the leads i created a lead within method
- I verified that lead did not pass into QuickBooks
- I exported the customer data file to see what all the fields for a "lead" looked like and noticed that ...
Page 1 of 1 (4 items)
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