Search results by user ID 5276

Re: Edit Customer Screen's Transaction Grid needs to view all Job Transactions

KatesRealFood — Fri, 30 Sep 2011 19:31:05 GMT

Thank you Michael. i will recreate the grid and ask if I have any questions!

Re: Linking Customer Table to Activity Table

KatesRealFood — Fri, 23 Sep 2011 22:59:30 GMT

My apologies for the delay, but thank you Michael!

Re: Editing Existing Drop-Down Lists

KatesRealFood — Fri, 23 Sep 2011 22:58:40 GMT

I think I have figured this out on my own and will start another thread should I need help with this again, as I have still not received a reply a month later.

Thank you for your help, regardless.

Edit Customer Screen's Transaction Grid needs to view all Job Transactions

KatesRealFood — Fri, 23 Sep 2011 22:57:18 GMT

We have customers with several jobs. I have been searching long & hard for where it is written that the Transaction grid pulls the information for the job only, not the Customer, and am simply giving up at this point.

i.e. We have a store with three locations. Each location is a separate job under the customer which is named Corporate. When we click on the Corporate location's transaction Grid, it shows no invoices, payments, etc; because each transaction is entered under each applicable location (job) not under the customer itself.

I have figured out how to fix this on our customer portal's transaction grid, but our sales people need to be able to view this all in one location as well.

Please help, thanks!

Linking Customer Table to Activity Table

KatesRealFood — Fri, 02 Sep 2011 16:05:05 GMT

Can someone please walk me through the steps for linking customer table fields to the activity screen?

i.e. While a sales rep is entering activity info, I want them to be able to see current balance, phone number, lead status, and other Customer fields on the left hand side of the screen.

Re: Editing Existing Drop-Down Lists

KatesRealFood — Fri, 26 Aug 2011 19:48:26 GMT

Thank you

Can you please explain the process, step by step, as it is not clear to me how to edit those choices when visiting the edit screen of a drop down I created. I can't even seem to find where to view what the current choices are.

Re: Editing Existing Drop-Down Lists

KatesRealFood — Mon, 22 Aug 2011 22:05:20 GMT

I was prepared to edit that action, so I will work around it, thanks.

So, where do you go to edit existing Drop-down lists that are editable? I created a couple new drop-downs and on both, the words Ref was added to the choices.

Editing Existing Drop-Down Lists

KatesRealFood — Mon, 22 Aug 2011 20:32:20 GMT

Hello,

We are trying to edit the options for LeadStatus and are unable to locate the spot to do so. Please advise.

Thanks.