Search results by user ID 5921

Re: Search by Customer Type

caraaley — Tue, 30 Apr 2013 21:06:09 GMT

adam- i do not have the grid as shown. it is an empty box next to customer type. if you log in you can see that...any other thoughts ont his, as it is holding up an activity we have planned. thanks,

cara

Re: Search by Customer Type

caraaley — Mon, 22 Apr 2013 20:03:57 GMT

i did all of those things and it looks like there is a bug, as all i can see is the words 'Customer Type' but no field associated with that to actually search by. Please see our Two Degrees site if you would- I think this may be a tech issue.

Re: Search by Customer Type

caraaley — Mon, 22 Apr 2013 18:34:42 GMT

do you guys have an answer for this?

Re: Search by Customer Type

caraaley — Fri, 19 Apr 2013 19:05:49 GMT

I just want to be able to search and filter, not to edit. We have a whole dropdown of Customer Types in quickbooks (and that I can select from when I create a customer). I simply want that dropdown on the Customer List page if possible.

Re: Search by Customer Type

caraaley — Mon, 15 Apr 2013 18:42:44 GMT

this doesn't seem to work. i appeared to have a field called 'Customer type' on my customer page but couldn't type in it. so i tried to change that and then lost the field. though the label for the field is still there. any thoughts on how to make this work? i was also hoping it could be a dropdown menu of all of the Customer Types I have in Quickbooks. Thanks in advance for your help!

Re: How do you customize for all users on your account?

caraaley — Wed, 27 Mar 2013 22:27:52 GMT

Ok it looks my folks can in fact see the fields I have customized. All set and thank you!

How do you customize for all users on your account?

caraaley — Wed, 27 Mar 2013 20:16:59 GMT

I want to add Account Manager field to Edit Customer page for all users at Two Degrees (my company) but can't see how do this for any account other than my own. Would be grateful for the assistance. Does everyone need to customize their own page?

Need to know how to add Customer Type field to my Customer Profile page

caraaley — Mon, 25 Mar 2013 17:29:48 GMT

can't figure out how to do this. would be so grateful for the insight into how to customize this page- I also want to add an Account Manager field that is a dropdown menu so that I can assign accounts to different account managers. thanks!