Search results by user ID 6062

Re: Custom "Please Wait" screen

Thomas — Mon, 14 Oct 2013 02:41:34 GMT

Is there some sort of a handling for this now? I would like to be able to have the "please wait" screen not say anything and have a particular solid color.

Web-to-Lead-Form

Thomas — Tue, 01 Oct 2013 20:00:20 GMT

In the app, you have a Customization tab, from there an Integration Tools tab, from there a link that says Web Forms that allows us to create a web form that we can use to upload records to the system, from an external page. That's alll very simple and works just fine. But as part of that upload, along with the simple data like name and company, I ALSO need to include a .pdf document. This should the show up in the list of documents in the lead, just as though it had been manually uploaded.

How can I do that?

I invoice in reverse. How can I handle it?

Thomas — Thu, 08 Aug 2013 04:10:30 GMT

Most companies send out invoices and then get paid and payments apply to the invoices. I get paid in advance and write a credit invoice. After that, when I write an invoice to send to the customer in Method, it doesn't show the credit and it looks like the customer still owes me money when he doesn't. Am I forgeting to check a box or something or is there a way to connect the invoice to the earlier credit before it goes to the cusomer? In Quickbooks, this problem is solved as the invoice showes the earlier credit and goes out to the customer with a zero balance owing.