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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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I am having the same exact issue - I am not using a custom screen and I am accessing the Add/Edit Contact popup by opening my Lead, then going to Contacts and Add Contacts...
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I am working on getting invoices and down payments into Method. I have added the Invoice, Received a Partial Payment, and applied it to the Invoice. In the customer's balance in Transactions, it shows what they owe, which is great. When I go back to Opportunity>Invoices, the balance remaining does not reflect the partial ...
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I recently imported an Excel spreadsheet full of both customers and leads. I didn't realize I should have been importing them seperately in order to keep the leads out of QuickBooks. I manually deleted all of the leads. When I tried to reimport them as Customer Leads, I get an error telling me that the lead could not be ...
Page 1 of 1 (4 items)
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