Search results by user ID 5850

Custom info

angie@milkhousecandles.com — Fri, 08 Mar 2013 20:43:39 GMT

I've edited the contact screen to include custom questions that are part of an excel sheet. The published page show all the questions and an area for the answers. I did a test import with 10 customers with those custom questions. I had included the Record ID and put a check in Update existing records by matching the key fields box. The excel comumns I had that I imported to method was only the custom questions and Record ID. It had a sucessfull import - but when I checked a customer to see the answers there was no data. Please help me.

Re: customer additional info

angie@milkhousecandles.com — Fri, 08 Mar 2013 20:04:16 GMT

Perfect - Thanks so much for the info!

I just made changes to the contacts screen and it all looked good, but when I imported a sample test the info did not show on the screen. I will post a new message

customer additional info

angie@milkhousecandles.com — Fri, 08 Mar 2013 19:36:11 GMT

What is the table/field and screen for the customer's additional info tab? I'd like to add their record ID onto that page, since I can't find it in any other location

Re: Opt Out Of Marketing

angie@milkhousecandles.com — Fri, 08 Mar 2013 16:28:36 GMT

Perfect - that's what I was looking for - I didn't know think about the advanced script

Re: Opt Out Of Marketing

angie@milkhousecandles.com — Thu, 07 Mar 2013 16:51:53 GMT

Thanks so much!

Opt Out Of Marketing

angie@milkhousecandles.com — Thu, 07 Mar 2013 15:47:20 GMT

I'd like to export everyone that has a check box in "Opt Out Of Marketing"

What table do I find that so I can export to excel?

go to

angie@milkhousecandles.com — Wed, 27 Feb 2013 15:44:29 GMT

I would like to have a go to button on the list builder screen so I get to the customers page and edit, see acitivites, etc for any person I click on, just like we can do when displaying an existing lead or contact list.

What I've figured out so far is click customize, screens, CRM_list builder(3) (i built this so I could have addesses to print labels from) edit, edit list builder Grid 1, go to Step 2 instert column link titled "go To" open actions select show screen in pop up, screens CRM_edit customer.

I get the page I want but no custmer information - it's a blank new page

Edit Contact

angie@milkhousecandles.com — Wed, 06 Feb 2013 22:39:16 GMT

if there is only one contact for a lead when I click the button for edit contact it blinks the screen for 1 second and then is gone. The edit screen will not stay up. If there is more than one contact in the customer/lead it will stay up. I am using google chrome.

Import

angie@milkhousecandles.com — Wed, 06 Feb 2013 22:12:06 GMT

I'm important several lists of leads and many of the people are on more than one list. I know that I need to have the field "IsLeadStatusOnly" marked as True to be a lead and I understand that if I check the box "Update existing records by matching the key fields" that it will put the info into the lead instead of making a new lead. However when I check that box the "IsLeadStatusOnly" field is not longer available.

Please check this out and let me know.

Re: merging customers

angie@milkhousecandles.com — Thu, 31 Jan 2013 18:05:39 GMT

thanks for the tip on merging customers in QB - so how do I delete a lead?