Search results by user ID 6200

Re: Mobile Numbers and Email Under contacts not posting to Quick Books

Sergio — Thu, 19 Feb 2015 21:25:47 GMT

Thanks Justin for awsering back.

So what you are saying is that any mobile # you put in crm will not go to QB and

that any Mobile# you put in qb does not go to crm either.

Send Email to a subcontractor

Sergio — Thu, 19 Feb 2015 19:13:14 GMT

Some times a get leads coming in and work that we refert to an outside subcontructor for then to do the jobs.

went the lead comes in i still log in in the CRM for marketing. How can i Email that lead or My customer info to our subscontractor with out having to set them up as user. I was thinking to do it as a work order, but they have to be user . And this is just a referal. I still like to keep track of how many referal each subcontractor gets from us every year.

Mobile Numbers and Email Under contacts not posting to Quick Books

Sergio — Thu, 19 Feb 2015 18:56:20 GMT

I understand that you can only have two contact in quick books sycn with method. THe problem that i have is that went I put a mobile number under the primary contact or the alt contact in CRM it does not sync to quick books and quick books to crm. the email fron the alt contact does not sync to quick books either. Every thing elses like invoice ,payments and estimates sycn ok. I have custommize the contact table ones but i went back to the crm original table and the problem persist. Also went i design work orders, the mobile number does not show in the forms either,even tough is in the form desing. Any help will be well use. Ps Just update to qb 2015 qb 2012 did the same.

Re: Screen Designer not working

Sergio — Sat, 30 Nov 2013 20:12:06 GMT

I just find out that in order to be able to change the color for a section.the section can not be set in tabs under the advance edit. The color work fine if the section run under each other, but the color do not work if the section is divide in tabs.

Also how can I set a call for action for a pop up window to open up and advice me to save any changes made to any section before moving from one screen to another. Just In case a add new information to any section under a screen but I forget to save it. Went I try it to move to a new screen i will like to have a window pop up to advice me to save the changes. I try it to see the webminar call for action part one. But it does not load up.

Re: Screen Designer not working

Sergio — Thu, 28 Nov 2013 18:27:11 GMT

This soluction work well , I try crome and I was still having a problem, but went I used firefox all the issues went away.

In an other issue, went I try to change the background color in a section under a screen design, it does not work. I pick a screen section , I edit the section an I pick a background color from the Picker, then I save the changes and publish the screen but the background color stay white. Any idea why I can not change the baground color.

Thanks Sergio

Screen Designer not working

Sergio — Tue, 26 Nov 2013 20:01:39 GMT

I have been adding a new section to an screen, it was working fine for the last couple weeks, but today went I open the screen to redesing it . the screen window is only 60% it does not allow me to max it, went I click on any field they dessapear from the screen, went I roll the screen down to the bottom , the left side where the tool are, do not roll down along with the right side, making impossible to pick item and moving them over. Any Advice