Search results by user ID 5976

Re: SalesRep Info in Estimate

ashead — Thu, 13 Jun 2013 21:28:25 GMT

I figured it out. I am all set. Thank you for all of your help!

Re: SalesRep Info in Estimate

ashead — Thu, 13 Jun 2013 21:05:42 GMT

It is the customer's email address and phone number that I would like to display on a printed estimate. Right now, I am able to show the email address and phone number on the estimate screen, and I have set up the estimate to display that information within report designer, but there is a disconnect somewhere that does not allow the printed estimate to show the customers email address and phone number. Does that make sense?

I figured out how to show the Sales Rep's email address, phone number and name on the estimates. That is no longer an issue.

Re: SalesRep Info in Estimate

ashead — Thu, 13 Jun 2013 20:44:08 GMT

I apologize if I was unclear. The customer email address and phone numbers are showing up on the Estimate screen. The problem is that I can't get the estimate "report" to display those values for a printed estimate. I have added that field to the report in report designer, but it is not pulling the information and displaying it in the printed estimate.

Re: text not displaying in drop down menu

ashead — Thu, 13 Jun 2013 20:06:05 GMT

Hooray!!!! It worked! Thank you so much!

Re: text not displaying in drop down menu

ashead — Thu, 13 Jun 2013 18:33:33 GMT

I don't have a Referral Source entity table... Referral Source Entity is a dropdown in my Customer and Entity tables, and is not marked as unique in either of them.

Do I need to create one? It did not appear to be necessary for this to work in the Edit Lead screen.

I regenerated the Entity and Customer tables.

Re: SalesRep Info in Estimate

ashead — Wed, 12 Jun 2013 17:40:38 GMT

We celebrated too soon... I was able to change the template for the Estimates in order to display the Sales Rep's FullName, and it worked briefly, but now that part of the template has reverted back to displaying Estimate.SalesRep Instead of FullName. I am making sure to save before closing the report designer, but I cannot get it to stick.

Update: I went back in today and re-saved the Estimate template with the FullName of the sales rep and so far it is sticking. I don't really understand what the deal was. Hopefully it lasts this time. I still can't get the customer email address and phone number to show up on the estimates.

Re: SalesRep Info in Estimate

ashead — Wed, 12 Jun 2013 17:09:02 GMT

I dragged the new fields into my custom estimate screen, and they are displaying the customers info in them, but htey are still not showing up in the estimates in print preview.

text not displaying in drop down menu

ashead — Wed, 12 Jun 2013 16:58:21 GMT

With the help of a Consultant, we created a field on the EditLeads screen that displays a list of leads generated by leads checked with the IsReferralSource checkbox (that we also created). This displays fine in the EditLeads table. I copied all the steps taken for the EditLeads screen and applied them to NewLead screen. The fields are there and the drop down shows that there are the appropriate # of options (or spaces) based on leads that I have indicated are referral sources, but it is not actually displaying the text, or names, of those leads in the dropdown menu. I checked one lead as a referral source, and there was one space available to select in the ReferralSourceEntity field; I checked two leads as a as a referral source, and there were two space available to select in the ReferralSourceEntity field; and then again for three. See picture below. Any idea why the text is not showing?

I have also tried adding these fields to the EditCustomer screen and am getting the same result.

Re: SalesRep Info in Estimate

ashead — Wed, 12 Jun 2013 14:59:31 GMT

Okay, I figured out how to add the FullName of the SalesRep, but I still don't understand why the customer email address and phone number are not showing up on the estimate.

SalesRep Info in Estimate

ashead — Wed, 12 Jun 2013 14:19:51 GMT

I worked with a consultant yesterday to get help with adding a few fields to the Estimate table in order to have them populate our estimates with the SalesRep’s information. The email address field and phone number field are populating the estimate perfectly, but I cannot get the SalesReps full name to show up in the estimate. I have added a linked field from SalesRep for SalesRepName and tried adding that field to the report designer. I save and go to preview it and I still get initials. When I go back into the report designer to adjust the template, the place where I added SalesRepName has switched to SalesRep. Is there a different field that I should be adding to get what I want to show up?

Also, we added linked fields from the customer info to the estimate table so that we could display the customer's email address and phone number in the estimate, and neither of those are showing up in the estimate. Any idea why those won't display?