Search results by user ID 5751

Diff between Opportunity Table fields Contact* and Contacts*

Lisakay — Thu, 20 Dec 2012 00:23:14 GMT

Hello,

There are several fields in the Opportunity Table that seem to be for identical information.

For Example:

ContactEmail and ContactsEmail

ContactMobile and ContactsMobile

ContactName and ContactsName

ContactPhone and ContactsPhone

When/why are the Contact* verses the Contacts* fields used? What other tables/functions access these different fields?

Thank you.

Lisakay

Assigning Leads to different users and having those show in their lists

Lisakay — Thu, 01 Nov 2012 00:23:35 GMT

Hello,

I am trying to figure out how to recieve leads then assign those leads to another user and have that user be able to see the lead in their list. I don't want them to see all of the leads just ones that I assign to them. I know where to assign "Access to Shared Records" under users but I don't want them to see all of my records so I assigned where I can access their records but I don't know how to make the a shared record with them being the "owner".

How do I assign leads to a specific user and so their access be limited to only what's been assigned to them?

Your assistance is much appreciated!

Thank you.

Lisakay

Re: Customization for Tables and Screens

Lisakay — Wed, 31 Oct 2012 22:40:17 GMT

Yes we will be using Quickbooks for the accounting portion.

As far as the relationship between the Sales Reps and the Subs go, I will try an give you enough detail for a foundation.

We will have several Sales Reps and each rep will have several Accounts (Acct).

Our Acct will provide us leads.

Those leads will be assigned to a Sub. At this point with some magic happens, and the lead becomes a customer which usually involve one transaction.

So, the sales Rep gets the Acct which provides us leads, which then go to a Sub, all of which gets a % of the invoice.

So it could go like:

Sales Rep1 > Acct1, Acct2, Acct3

Acct1 > Leads1 > Sub 1 or Sub2 or Sub3 > Customer

Acct1 > Leads2 > Sub 1 or Sub2 or Sub3 > Customer

Acct2 > Leads3 > Sub 1 or Sub2 or Sub3 > Customer... etc.

If Sales Rep1 leaves then Acct1, Acct2 and Acct3 will be assigned to Sales Rep2 and the same would apply to if a Sub leaves, their customers would be reassigned to a new Sub.

For a given transaction, the Sales Rep, Acct and Sub (in general) should stay the same for a given customer. But there will be many combinations of Sales Rep, Acct and Sub that could be assigned to a given customer. We basically need to reverse engineer the parties involved for a given customer and get them paid based on that customers invoice(s). I need an easy way to track who was involved with any given customer because each are paid a % of the final customer's transaction.

I hope this answers your question.

Re: Customization for Tables and Screens

Lisakay — Wed, 31 Oct 2012 18:15:17 GMT

Okay, what I am trying to accomplish is a way to track everyone associated with a customer. Our Sales reps and Subs get paid a percentage of the invoiced amount for the customer and we need to know who gets paid for a given customer.

Any suggestions?

Thanks,

Re: Customization for Tables and Screens

Lisakay — Wed, 31 Oct 2012 17:22:30 GMT

Hi Ashur,

Thank you for your help. I created the new field Sub in the Customer table and added it to my Edit/New Customer screens. All good here.

Can I some how associate or push that information chosen for the sub-contractor to the custome field in quickbooks with Actions? Also, is there a way to get the Sales Reps' and Subs' name to show up instead of initals in the dropdown?

Thank you again,

Customization for Tables and Screens

Lisakay — Tue, 30 Oct 2012 23:38:13 GMT

Hello,

In Quickbooks you can add "Custom Field" (For example Sub-contractor, Claim #...) in the Additional Info section for a custom, vendor or emmployee. These then become a "field" in the respective tables. What I'd like to have the fability to have the "Sub-contractor" field be a drop down with the choices of any Sales Rep I have entered into Quickbooks. I have both a Sales Rep and a Sub-contractor that I need to be able to pay commisions to so I can't just use the Sales Rep for the Sub.

I have watched the webinars under customization for table and screens and it seems like I should be able to link them but I have no clue based on the videos how to do this. Is it possible to link the custom field created in Quickbooks to an existing filed (Sales Rep) in Method and have that be a drop down of the choices from the existing field (Sales Rep)? In other words, can I have Subcontractor show up on a screen with the drop down choices of Sales Reps?

Any suggestion are very much needed and appreciated.

Thank you.