Search results by user ID 5709

Re: Customized Job Numbers

jeremy — Tue, 18 Sep 2012 23:02:58 GMT

this is what I am getting. There is no sales rep tab. And the opp still doesnt show the number.

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Jeremy

0.00

Taryn

0.00

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and this

Existing Opportunities List
To edit an existing Opportunity click the Go To... link. If you'd like to create a new Opportunity, click the New Opportunity tab link.

Filter By View: My Closed OpportunitiesMy Lost OpportunitiesMy OpportunitiesMy Opportunities in pipelineMy Opportunities in pipeline with no ActivitiesMy Opportunities in pipeline with no Last ActivityMy Opportunities in pipeline with no Next ActivityMy Won OpportunitiesShared Closed OpportunitiesShared Lost OpportunitiesShared OpportunitiesShared Opportunities in pipelineShared Opportunities in pipeline with no ActivitiesShared Opportunities in pipeline with no Last ActivityShared Opportunities in pipeline with no Next ActivityShared Won Opportunities

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Sep-18-2012

Jeremy
Well
Design

Alex
CRB
CRB

25%

0.00

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Sep-21-2012

Jeremy
Well
Design

Alex
CRB
CRB

25%

0.00

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Nov-29-2012

Jeremy
Covent
Design

Patrick
Green
Green

25%

0.00

0.00

Records 3 of 3.

Re: Customized Job Numbers

jeremy — Mon, 17 Sep 2012 15:23:12 GMT

Hi - this is the area that I got messed up I think:

Please take note that the action relies on the logged in user being assigned as a sales rep so the initials are available from the session. There are 2 places you need to make this change:

Click the tab group drop down to the left of your username and switch this to QuickBooks
Click the Lists tab and, assuming your Method users are also employees, select their Name and input their Initials.
Click Save & New. Do this for all your Method users.
Switch your tab group back to CRM.
Click Customize > Users.
Click Edit beside a user the look for the Link to Employee / Vendor / OtherName (SalesRep): drop down.
Select the appropriate name to match the Method user here and click Finish.

Number, 5,6,7 do not work. When I go to the drop down box, it doesnt say my name. It just lists my vendors.

Re: Customized Job Numbers

jeremy — Sun, 16 Sep 2012 14:53:55 GMT

I did all of that, thank you! But when I go to Add New Opportunity it doesnt add all that I have done. It still says Job Opp #2. Is there a step that I am missing?

Re: Customized Job Numbers

jeremy — Wed, 12 Sep 2012 14:32:05 GMT

Thank you Chad, please let me know how to go about what you replied with.

Customized Job Numbers

jeremy — Tue, 11 Sep 2012 20:34:48 GMT

Hello - when I add a new opportunity, its gives me a job number of 1. And the next opportunity will be 2. Is there a way to customize it so every time me or my employess enter a new job that it will have their initials. For example: I would like my new job to be added as JW2012-1. (my initials, the year and the job number) so the next job opp would be JW2012-2. And if my employee did it, it would be JL2012-1.