Search results by user ID 5256

Customizing Screens - adding fields or tables to the Toolbox

matt@snugsprowash.com — Wed, 10 Aug 2011 19:09:59 GMT

How do you add additional fields to the Toolbox so that they can be imported into a screen?

Example: In the estimate screen, I want to be able to add fields to the Toolbox from a custom table that I created called PropertyInfo so that I can add that information to the Estimate Screen.

How do I do that?

Report Designer

matt@snugsprowash.com — Wed, 10 Aug 2011 19:02:59 GMT

How do I add a new field to the "Field List" in the report designer?

Example: I am using the "Simple Estimate" template in Report Designer. In the Field List there are the following: Company, Estimate, Estimate Line. I would like to add "Customer" to the Field List and also a custom table i created called PropertyInfo.

How do I do this?

Adding a "Table" to a "Screen"

matt@snugsprowash.com — Mon, 08 Aug 2011 23:34:01 GMT

I created a custom table and called it "PropertyInformation" I want it to show on the "Customers" screen along side of the fields: Address Info, Additional Info, Payment & Job Info, Transactions, Activities & Work Orders fields. How do I do that?

Re: Customizing Forms

matt@snugsprowash.com — Thu, 04 Aug 2011 20:20:04 GMT

I'll give it a try.

Re: Customizing Forms

matt@snugsprowash.com — Thu, 04 Aug 2011 19:47:12 GMT

Looked at the webinars on Report Designer prior to posing this question. I have also used the Report Designer to customize reports before contacting you today. The fields that I wish to add are not in the Field List Window. For example, in the "Simple Estimate" template, there is no "Customer Phone" available. How do I add additional fields to the field list window so that they can be added to reports?

I need site addresses, contact names and phone numbers in my estimate forms so that my estimators have all the contact information they need to contact the site manager if my estimators have questions about the scope of work to be completed while at the customer site.

Customizing Forms

matt@snugsprowash.com — Thu, 04 Aug 2011 15:14:22 GMT

We are a service business. Our work is done at customer sites. How can we customize certain forms such as estimates, work orders, sales orders and invoices to include customer "Ship to" (what we call "site") addresses, contact names and phone numbers?

Customer Center - Sales Tax Code

matt@snugsprowash.com — Tue, 26 Jul 2011 23:13:24 GMT

In the Customer Center, Customer Tab, On the "Additional Info" Screen, in the drop down "Sales Tax Code" field what is the default setting? Most of our work is in Oregon where there is no Sales Tax. I would like to set the default to "Non" tax. Is that possible?