Search results by user ID 6384

Re: Duplicate customers/contacts in customer list

Wentsi — Thu, 16 Oct 2014 14:07:47 GMT

Noel,

It worked, thanks so much!

Re: Duplicate customers/contacts in customer list

Wentsi — Wed, 15 Oct 2014 19:39:01 GMT

Hey Noel,

I got to:

Field: Special Type

Field Type: Text

Filter: Contains
Get Value From: Value from Screen

Select Value:Existing Customer Contact List

But I still see the duplicates. I'm not sure how from what I selected or any of the choices would filter out the contact jobs. Thanks!

Duplicate customers/contacts in customer list

Wentsi — Tue, 14 Oct 2014 18:20:31 GMT

I keep having multiple customers in my customers list for every contact I have for that customer. It clutters the customer list! How can I make it so it only shows just the customer itself? Thanks!

More info in Activity Report

Wentsi — Wed, 16 Jul 2014 16:42:28 GMT

How do I get more info onto my Activity Reports? I would like to also have the Customer name and comments in my report.

Thanks,

Wentsi

Missing Customer Info after Import!

Wentsi — Wed, 18 Jun 2014 14:30:50 GMT

I've been importing customer information, both new information and to existing ones and now I discovered instead of merging information to existing customers, they are overidden. i.e. As I import new information to an existing customer but leave certain fields black such as phone numbers and emails, they get erased on Method (and then QuickBooks!)

Is there anyway to undo this?

Re: Adding to Customer Type drop down menu

Wentsi — Fri, 13 Jun 2014 14:16:28 GMT

Thanks Justin!

Adding to Customer Type drop down menu

Wentsi — Wed, 11 Jun 2014 18:59:45 GMT

How do I add new options/values to the Customer Type drop down menu? i.e. I currently have options such as Co-Op Client, Retail, etc. but I would like to add new types such as "small" or "distributor"

Thanks!

Edit Contact Pop-Up

Wentsi — Wed, 11 Jun 2014 17:57:26 GMT

For some reason, all of a sudden, when I click on "Go To..." for a customer from the customer list, intsead of brining me to just the Edit Customer Page, the "Edit Contact" pop-up now appears. How do I stop this? Maybe I clicked something by accident? I definitly did not purposly create a new pop-up action. Thanks!

Import Contacts

Wentsi — Tue, 27 May 2014 13:48:36 GMT

How do you import a list of Contacts for each Customer? When I try to export a table, I don't have the option of selecting contacts but only customer in which it only allows me to import/export the main and alt contact.

i.e. for each Customer, I want to add a contact for deli manager, bakery manager, etc.

Thanks!

Wentsi

New field does not show up

Wentsi — Thu, 22 May 2014 19:28:24 GMT

After adding a new field to my customers table, it doesn't show up when I try and edit a customer or add a new one. Is there something I need to do in Tables or in Screens? Thanks!