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Noel,
It worked, thanks so much!
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Hey Noel,
I got to:
Field: Special Type
Field Type: Text
Filter: Contains
Get Value From: Value from Screen
Select Value:Existing Customer Contact List
But I still see the duplicates. I'm not sure how from what I selected or any of the choices would filter out the contact jobs. Thanks!
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I keep having multiple customers in my customers list for every contact I have for that customer. It clutters the customer list! How can I make it so it only shows just the customer itself? Thanks!
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How do I get more info onto my Activity Reports? I would like to also have the Customer name and comments in my report.
Thanks,
Wentsi
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I've been importing customer information, both new information and to existing ones and now I discovered instead of merging information to existing customers, they are overidden. i.e. As I import new information to an existing customer but leave certain fields black such as phone numbers and emails, they get erased on Method (and then ...
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How do I add new options/values to the Customer Type drop down menu? i.e. I currently have options such as Co-Op Client, Retail, etc. but I would like to add new types such as "small" or "distributor"
Thanks!
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For some reason, all of a sudden, when I click on "Go To..." for a customer from the customer list, intsead of brining me to just the Edit Customer Page, the "Edit Contact" pop-up now appears. How do I stop this? Maybe I clicked something by accident? I definitly did not purposly create a new pop-up action. Thanks!
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How do you import a list of Contacts for each Customer? When I try to export a table, I don't have the option of selecting contacts but only customer in which it only allows me to import/export the main and alt contact.
i.e. for each Customer, I want to add a contact for deli manager, bakery manager, etc.
Thanks!
Wentsi
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After adding a new field to my customers table, it doesn't show up when I try and edit a customer or add a new one. Is there something I need to do in Tables or in Screens? Thanks!
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