Search results by user ID 6661

making a vendor a lead?

mholden — Sun, 22 Nov 2015 16:53:21 GMT

I was trying to add a new lead but I was not able to because it was a duplicate. This lead is also a current vendor. Is there any way to get past this without renaming one "vendor" or one "lead" they are the same entity.

thanks,

-matthew

Re: Custom Reporting - Display record counts with specified criteria?

mholden — Wed, 15 Apr 2015 23:56:18 GMT

i built this report with the contact table and it seems to be ok.

thanks!

Re: Custom Reporting - Display record counts with specified criteria?

mholden — Wed, 15 Apr 2015 22:43:29 GMT

ok. watched the videos. very helpful!

however, i am not seeing my report in the report section. I created a report on the "entity" table. Should i be able to see that under leads and customers? since there is no lead or customer table i don't know how to get my report to show up under these areas.

in the example, the "Contacts" table shows up under customers. is that the table i should be using?

thanks,

Custom Reporting - Display record counts with specified criteria?

mholden — Sat, 11 Apr 2015 15:58:23 GMT

Hi...I am looking for some instruction (or to be told "can't be done") to generate a report to replace me exporting to excel and creating a pivot table.

i have created the following fields

Industry

Marketing Period (1,2,3,etc) - to reflect when i market to a lead..1=january, etc.

right now i export the lead list to excel and create a pivot table with the following record counts and filters:

Restaurants

1 = 34

2 = 37

3 = 12

4 = 34

and so on.

i do this so that i know to even things out, the new leads should go to marketing period 3.

would it be possible to do this directly in method?

i.e. filter on industry and show count of marketing period?

thanks,

How do you change the main contact on an account?

mholden — Mon, 16 Mar 2015 17:23:49 GMT

I see that there is a "contact" field on the record but i do not see how to remove it or add it to another contact. Is there an easy way to change the contact from person A to person B without just swapping all their info?

thanks,

Re: Update out of the box field lengths?

mholden — Mon, 12 Jan 2015 23:03:29 GMT

i wondered about the QB limitation after reading some other posts.

so i guess if i win them as a client i'll just have to send them the shortened name on their invoice.

thanks!

Update out of the box field lengths?

mholden — Mon, 12 Jan 2015 21:58:16 GMT

is it possible to make Company name a longer field?

Since companies make their own names I'd rather not have to abreviate or shorten them just to fit into my records. If they want to be called "The Massively Long Named Company of the American Southwestern United States"" i'd prefer not to send them a mailer calling them "Mssv Lng Nm Cmpny of Am" just so that I can fit the name into the box. :)

thanks,

Adding Website field to entity table...from contact table.

mholden — Thu, 18 Dec 2014 17:52:22 GMT

I don't want to create a new field so can someone please walk me through the steps of putting the website field onto the entity table so that it can flow through lead and customer.

it seems like it makes more sense to be on the company instead of the individual.

I tried to add a "linked field" but i don't see anything that looks like contacts in the drop down.

thanks,

Re: Trying to view a lead, get a "tab link" error

mholden — Mon, 15 Dec 2014 19:50:45 GMT

somehow the tablink got deleted. i had to create a new one and then reassign it to the "go to" link.

thanks!

Re: How to...Export Marketing List?

mholden — Mon, 15 Dec 2014 18:07:08 GMT

almost there! :)

i made the custom grid but now have the following two "how to" questions to complete this:

1. i only want to see "Main" contacts, I'm not sure what the criteria is and how to set this filter.

2. i do not see the action to export to grid. is this something i need to create and add to the screen? or am i just missing seeing it?

thanks!