Search results by user ID 6610

Re: How to Add BillEmail Field to Invoice Screen

jlane@isahalal.org — Fri, 10 Oct 2014 18:42:03 GMT

Thank you for the help, all seems to be working now!

Thank you for taking the time to walk me through this.

Jennifer

Re: How to Add BillEmail Field to Invoice Screen

jlane@isahalal.org — Fri, 10 Oct 2014 18:05:17 GMT

I have created a copy of the invoice and am editing the screen. I added a row to the bill to/ship to section and dragged the Bill Email field to the section. When I click the edit button and get to the second section to add the action I am not able to select 'email' for the last drop down item. The only option I have is 'Make sure action is within a 'Start Loop' action'

I also am not sure how to assign the 'butCalculateAddress' button under the Add/Edit Invoice section on the screen to populate the email address into the BillEmail field.

If I could have someone help me in a 'Go To Meeting' online that would be great!

Thank you!

Jennifer

How to Add BillEmail Field to Invoice Screen

jlane@isahalal.org — Wed, 08 Oct 2014 20:26:47 GMT

Greetings,

Could I get help to add the 'BillEmail' field to our customer invoice screen. Right now when the invoice syncs to QuickbBooks to be sent the email addresses are no longer populating like they would if the invoice were created in QuickBooks.

Also the 'Class' field is not available in Method CRM so when the invoice syncs with QuickBooks we have to edit the invoice to modify that field. Is this an available field we could add also?

Thank you!

Jennifer Lane

ISA

P: 319 362 0480