Search results by user ID 5846

Creating a report for estimates

Dave Kowch — Wed, 20 Feb 2013 21:20:51 GMT

How do I go about creating a report that totals all of our estimates including company name, products or item and the total in dollars.

sales orders to invoices

Dave Kowch — Thu, 31 Jan 2013 15:02:11 GMT

what is the proper way to have a sales order move to invoice. I see that I can creat an invoices under the sales order, however under invoices is there a way to show what has to be invoiced and what has been invoided. We have a client list of 200 but when I go under invoices there does not seem to have a way to show which companies have been invoided as opposed to those who has not been invoiced.

Adding Multiple Contacts under one company

Dave Kowch — Wed, 30 Jan 2013 19:00:35 GMT

what is the proper way of adding multiple contacts under one company, so when I search for a company I can have all contacts of that company show up.