Search results by user ID 5658

me again you guys are awsome so here's one more

richard@skoosh — Thu, 19 Jul 2012 11:56:17 GMT

relating back to my other post other the top of my head it turns out the admins where being noobs and not filling out ship in data in hte customer pages but we have finally got round to the problem and its not so much a problem more of a quality of life change.

ok so in customer we have the basic fields

etc

Customer name: testing@skoosh

Company name: Test Skoosh Customer

First name: M.I:

Surname

etc etc

and finally

Ship to which is filled out with the agent adress (all our clients are big estate agents and use them as a primary customer where as the job is the sub customer.

so everything is working good so we create the job

customer name: 254testingave

etc etc

fill in the ship to (cleaning address)

and leave bill to address blank

we create hte final job

customer name: testing@skoosh:254testingave

shipping address is filled with 254testingave's address but ship to is left is there anyway we get the bill to address fields to auto complete from the primary customers bill to details.

sorry for long winded post again hopefully its easier to read then my last ones

Re: me again sorry, got another weird problem

richard@skoosh — Tue, 17 Jul 2012 14:46:59 GMT

emailed account name and no its just the cutomer portal its the ask question screen i believe.

me again sorry, got another weird problem

richard@skoosh — Fri, 13 Jul 2012 08:26:49 GMT

when our customers submit a ticket on the customer portal, it submits and we can read it in cases but the customer gets hit with this error and they keep resubmitting it until they get annoyed and phone us up saying our system is'nt working.

The value 'spdLoggedInThirdPartyLoginRecordID' was not a valid dropdown list value for 'ContactsRef'.

Additional Information

Action Sequence Order:31

Assign Value to Action Result

**VALIDATE, PREPARES VALUES**

Move

Conditional Warning

Validate Comment / Response is entered

Move

Conditional Warning

Validate Subject is entered

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Conditional Warning

Validate Status is entered

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Conditional Warning

Validate Type is entered

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Conditional Warning

Validate Contact Name is entered

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Conditional Warning

Validate Contact Phone is entered

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Conditional Warning

Validate Contact Email is entered

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Assign Value to Action Result

Get resultContactName from the case

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Assign Value to Action Result

Get resultContactEmail from the case

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Assign Value to Action Result

Get resultContactPhone from the case

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Retrieve Value From Table

Get resultCompanyRecordID from the Company table

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Assign Value to Action Result

**BUILD NEW DESCRIPTION**

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Assign Value to Action Result

Establish resultNewDescription

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Character Function

Build New Description: enter time

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Character Function

Build New Description: add User Name

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Character Function

Build New Description: add question

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Enter Value Into Field On Screen

Enter New Description into screen.

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Assign Value to Action Result

**UPDATE CASE WITH STATUS, CONTACT INFO**

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Start Conditional Statement

If they chose 'Closed' status

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Enter Value Into Field On Screen

Enter YES into IsClosedBySelfService

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Enter Value Into Field On Screen

Enter YES into Is Closed When Created

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End Conditional Statement

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Save All Sections

Save this case so that we can get a RecordID.

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Assign Value to Action Result

Get resultCaseNo

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Assign Value to Action Result

**CREATE AN ACTIVITY**

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Assign Value to Action Result

Get resultUserAssignedTo from the case

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Retrieve Value From Table

Get resultUserAssignedToEmail from the Users table...

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Retrieve Value From Table

Get resultUserAssignedToRecordID from the Users ta...

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Character Function

Build resultActivityComment

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Insert Records Into Table

Create an Activity for this Case

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Assign Value to Action Result

**EMAIL PORTAL USER**

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Retrieve Value From Table

Get resultEmailSubject from the 'CRM_CaseUpdateFor...

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Retrieve Value From Table

Get resultEmailBody from the 'CRM_CaseUpdateForCus...

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Conditional Warning

Validate resultEmailBody has a value.

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Character Function

Run 'Replace Merge Fields' for 'Cases' on resultEm...

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Character Function

Run 'Replace Merge Fields' for 'Cases' on resultEm...

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Character Function

Run 'Replace Merge Fields' for 'Users' on resultEm...

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Character Function

Run 'Replace Merge Fields' for 'Company' on result...

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Character Function

Run 'Replace Merge Fields' for 'Company' on result...

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Character Function

Manually replace Contacts.Email with the contact's...

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Create Short Method URL

Get resultPortalURL for contact

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Character Function

Finalize resultEmailBody - replace http://urlforpo...

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Send Email

Send an email to the Contact

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Assign Value to Action Result

**EMAIL STAFF**

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Retrieve Value From Table

Get resultEmailSubject from the 'CRM_CaseAssignedT...

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Retrieve Value From Table

Get resultEmailBody from the 'CRM_CaseAssignedToUs...

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Conditional Warning

Validate resultEmailBody has a value.

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Character Function

Run 'Replace Merge Fields' for 'Cases' on resultEm...

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Character Function

Run 'Replace Merge Fields' for 'Cases' on resultEm...

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Character Function

Run 'Replace Merge Fields' for 'Company' on result...

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Character Function

Run 'Replace Merge Fields' for 'Company' on result...

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Create Short Method URL

Get resultStaffURL for staff

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Character Function

Finalize resultEmailBody - replace http://urlforst...

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Send Email

Send an email to the Staff

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Assign Value to Action Result

**FINALIZE, CLEAN UP**

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Go To Screen

Go to ContactsPortal_Cases

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Actions for 31

Action Properties

Choose an Action:

.: COMMONLY USED :. Clear Screen For New Entry Save All Sections Refresh Grid .: SCREEN :. Clear Screen For New Entry Close Pop Up Screen Delete Active Record Enable/Disable Field/Object Enter Value Into Field On Screen Go To Field Go To Screen Go To Section Go To Tab Link Load Web Page Override Filter By Active Record ID Retrieve Value From Screen Save All Sections Save Section Send to Desktop Set Active Record ID for Screen Set Color For Field/Object Show/Hide Section Show/Hide Field/Object Show/Hide Tab Link Show Message Show Screen In Pop Up .: TABLE :. Delete Record From Table Insert Records Into Table Retrieve Value From Table Start Loop Through Table End Loop Through Table Update Field In Table .: ACTION RESULTS :. Assign Value to Action Result Assign Value to Shared Result Basic Math Calculation Character Function Date Add Date Difference Date Function Get Value From Shared Result .: GRID :. Export Grid to Excel Export Grid to PDF Export Grid to RTF Insert New Row Into Grid Get Sum Refresh All Grids Refresh Grid Save Grid Set View Filter Start Loop Through Grid End Loop Through Grid :: REPORT :: Generate Report Refresh Report .: CALENDAR :. Convert to Series Copy Series Insert Recurrence Date Get Selection Info Refresh Calendar Renew Recurrence Restore Occurrence Start Loop Through Calendar End Loop Through Calendar .: MAP :. Plot Addresses Reset Map Draw Polygon Plot Against Polygon .: ADVANCED :. Call Another Action Set Call Web Service Conditional Warning Create Short Method URL Credit Card Processing Encrypt/Decrypt Field/Object Send Email Start Conditional Statement End Conditional Statement Stop Processing More Actions Spell Checker

Insert Records Into Table

Creates new records in the specified table. You can enter values into as many of the fields in the table that you desire with this one action. Take note of the required fields listed that must be inserted into the table. Learn more.

Insert into Table:

Account AccountAccountType AccountCashFlowClassification AccountDetailAccountType AccountSpecialAccountType Activity ActivityEntryType ActivityGroup ActivityInvoiceType ActivityJobItems ActivityPriority ActivityStatus ActivityStatusType ActivityType ApprovalStatus ARRefundCreditCard ARRefundCreditCardAppliedToTxn AuditTrail Bill BillableStatus BillingRate BillingRatePerItemRetList BillingRateType BillLineExpense BillLineItem BillPaymentCheck BillPaymentCheckAppliedToTxn BillPaymentCreditCard BillPaymentCreditCardAppliedToTxn BudgetContractTemplateLines BudgetContractTemplates BuildAssembly BuildAssemblyLineItem Campaign CampaignStatus CampaignType CaseOrigin CasePriority CaseReason Cases CaseStatus CaseType Charge Check CheckLineExpense CheckLineItem Class Company Contacts CreditCardCharge CreditCardChargeLineExpense CreditCardChargeLineItem CreditCardCredit CreditCardCreditLineExpense CreditCardCreditLineItem CreditMemo CreditMemoLine Currency CusomerType Customer CustomerEquipment CustomerMsg CustomerType DataExtDef Deposit DepositLine DocumentLibrary DocumentLibraryFolder DocumentLibraryLink EmailTemplate EmailTemplateCategory Employee EmployeeEarningsRetList EmployeeGender Entity Estimate EstimateLine EstimateStatus GPSDevice GPSLog GPSRoute InventoryAdjustment InventoryAdjustmentLine InventoryControlAutoBinSelection InventoryControlBin InventoryControlBinSerial InventoryControlBinType InventoryControlLocation InventoryControlLocationGroup InventoryControlMonitor InventoryControlTransferOrder Invoice InvoiceLine Item ItemBrand ItemCategory ItemDiscount ItemFixedAsset ItemGroup ItemGroupOrAssemblyList ItemInventory ItemInventoryAssembly ItemNonInventory ItemOtherCharge ItemPayment ItemReceipt ItemReceiptLineExpense ItemReceiptLineItem ItemSalesTax ItemSalesTaxGroup ItemService ItemSubtotal JobStatus JobType JournalEntry JournalEntryLine LeadRating LeadSource LeadStatus ListBuilder MFGLeadTimeUOM Opportunity OpportunityStage OpportunityStageCategory OpportunityType OtherName PaymentGateway PaymentMethod PayrollItemNonWage PayrollItemWage Preferences PreferencesMethod PriceLevel PriceLevelPerItemRetList PrintOrCheck PurchaseOrder PurchaseOrderLine ReceivePayment ReceivePaymentAppliedToTxn Report ReportMethod ReportSchedule SalesOrder SalesOrderLine SalesReceipt SalesReceiptLine SalesRep SalesTaxCode ShipMethod SOLineChargeType Solution SolutionStatus SolutionType TeamMembers TempExpenses Template Tenant Terms ThirdPartyPortalLink TimeTracking ToDo Transaction UnitOfMeasureRelatedUnit UnitOfMeasureSet UnitOfMeasureSetType Users UsersSignInLog Vehicle VehicleMileage Vendor VendorCredit VendorCreditLineExpense VendorCreditLineItem VendorType

Required Field(s):
ActivityType
AssignedTo
DueDateStart

Insert into Field:

ActivityGroup ActivityInvoiceType ActivityPriority ActivityStatus ActivityType ActualCompletedDate ActualDuration ActualStartDate AssignedTo BudgetID Campaign Cases Comments ContactEmail ContactName ContactPhoneNumber Contacts CreatedBy CreatedDate DueDateEnd DueDateStart EmailBCC EmailBody EmailCC EmailFrom EmailFromName EmailSubject EmailTemplate EmailTo Entity FollowUpFromActivityNo IsAllDayAppointment IsChangedOccurrence IsIncludedOnInvoice IsToBeRenewed Item ItemDescription LastModifiedBy LastModifiedDate NoSkipSync Opportunity OutlookApplicationId OutlookSyncId RecurrenceInfo RecurrenceRecordID RecurrenceType RefNumber SalesRep SnowAccumulationActual SnowAccumulationLowerLimit SnowAccumulationUpperLimit SortOrder TempBillAddressCityStateProvZipPostal TotalAmount TotalCost WorkOrderInstructions

Value to be inserted:

Type In Action Result Value From Screen Value From Session Value From Row Value From Calendar

Action Result (for Record ID):

Field	Type	Value
ActivityPriority	Type In	2-Medium
ActivityStatus	Type In	Completed
ActivityType	Type In	Web Comment
ActualCompletedDate	Value From Session	Current- Date / Time
ActualDuration	Type In	0
ActualStartDate	Value From Session	Current- Date / Time
AssignedTo	Action Result	resultUserAssignedTo
Cases	Action Result	resultCaseNo
Comments	Action Result	resultActivityComment
ContactName	Action Result	resultContactName
ContactPhoneNumber	Action Result	resultContactPhone
Contacts	Value From Session	Portal- User Record ID
CreatedBy	Action Result	resultUserAssignedTo
CreatedDate	Value From Session	Current- Date / Time
DueDateStart	Value From Session	Current- Date / Time
Entity	Value From Session	Portal- Entity FullName
LastModifiedBy	Action Result	resultUserAssignedTo
LastModifiedDate	Value From Session	Current- Date / Time

Re: complete over the top of my head

richard@skoosh — Thu, 12 Jul 2012 12:53:52 GMT

getting screenshots has been a bit difficult because of data protection basically ill try explaining it a little better.

when we create a job it is a sub customer.

or main customer in this case is testcustomer

so in customers form we put

Full Name		Contact
Customer Name*		Phone
Company Name		Fax
Mr./Ms./...		Alt Contact
First Name	M.I.	Alt Phone
Last Name

boxes for address etc are here i just havent put them in

Customer name is filled with the job name.

in additional information we have, job of customer filled in with testcustomer

Type

Job of Customer

Terms

Campaign

Rep

Price Level

Is Lead Status Only

Customer Is Active

Where are my custom fields?

When i create the work order it comes out with testcustomer:test

Customer*

Ref Number

Activity No.

Job Name*

Status*

and as you can imagine qb goes mental at hte colon. its the same with invoices. and with our items and sub items Method automatically puts the colon in. and when it goes into QB nothing gets populated.

Re: complete over the top of my head

richard@skoosh — Tue, 10 Jul 2012 08:03:18 GMT

problem is we are not putting in the colon. you see the customer is foxtons address for our invoice as we bill differnt foxtons

and the job is also an address (where the work is to be carried out)

method is automatically putting that colon in and when it syncs with QB's the Billing address and Job address don't get populated.

Re: complete over the top of my head

richard@skoosh — Mon, 09 Jul 2012 14:33:37 GMT

any ideas?

Re: complete over the top of my head

richard@skoosh — Mon, 09 Jul 2012 13:52:50 GMT

Yeah your right i just spoke with the staff and the took me through the ordering system but we didn't put the colons in, basically we stick the address of the customer in on the form, and then in additional set it as a job of another.

e.g.

foxtons (an estate agent) is hte job agent (who we are doing it for)

then when we go into field services to create the work order it shows up as

foxtons: address.

when we try to remove the colon all hell breaks loose. the box says add new etc etc

Re: complete over the top of my head

richard@skoosh — Mon, 09 Jul 2012 13:28:21 GMT

we have'nt been using colons and hte address is spread over 2 fields another example is

QuickBooks returned an error when adding/modifying a accEntity record. The error was: There was an error when storing "Property:9 Chel Clois Sloane Av SW3 3DL" in the "customer name" field. QuickBooks error message: Names in this list cannot contain a colon. The colon is a special character used to indicate a parent/child relationship.. The Request was: <?xml version="1.0" encoding="windows-1252" ?> <?qbxml version="6.0" ?> <QBXML><QBXMLMsgsRq onError="stopOnError"><CustomerAddRq requestID="qx_1"><CustomerAdd><Name>Property:9 Chel Clois Sloane Av SW3 3DL</Name><IsActive>1</IsActive><ParentRef><ListID>800000BF-1319631732</ListID></ParentRef><CompanyName /><Salutation /><FirstName /><MiddleName /><LastName /><BillAddress><Addr1 /><Addr2 /><Addr3 /><Addr4 /><Addr5 /><City /><State /><PostalCode /><Country /><Note /></BillAddress><ShipAddress><Addr1 /><Addr2 /><Addr3 /><Addr4 /><Addr5 /><City /><State /><PostalCode /><Country /><Note /></ShipAddress><Phone /><AltPhone /><Fax /><Email /><Contact /><AltContact /><ResaleNumber /><AccountNumber /></CustomerAdd></CustomerAddRq></QBXMLMsgsRq></QBXML>

complete over the top of my head

richard@skoosh — Mon, 09 Jul 2012 13:03:25 GMT

QuickBooks returned an error when adding/modifying a accEntity record. The error was: There was an error when storing "address removed"

in the "customer name" field. QuickBooks error message: Names in this list cannot contain a colon. The colon is a special character used to indicate a

parent/child relationship.. The Request was: <?xml version="1.0" encoding="windows-1252" ?> <?qbxml version="6.0" ?> <QBXML><QBXMLMsgsRq

onError="stopOnError"><CustomerAddRq requestID="qx_1"><CustomerAdd><Name>address removed</Name>

</ShipAddress><Phone /><AltPhone /><Fax /><Email /><Contact /><AltContact /><ResaleNumber /><AccountNumber /></CustomerAdd>

</CustomerAddRq></QBXMLMsgsRq></QBXML>

anyone got any ideas how i fix this?