Search results by user ID 6708

activities

edward — Tue, 27 Jan 2015 19:34:39 GMT

how come when i pull up an activity for a specific contact/lead, all of their information like company, city, etc does not all pull up on the activity screen?

Re: Portal issues

edward — Tue, 27 Jan 2015 19:30:58 GMT

and where would i go to do this change?

screen shots in general solutions page.

edward — Tue, 27 Jan 2015 18:48:06 GMT

I have been trying to create some solutions for clients/leads for portal issues. I am however running into an issue with screen shots. Since most people are visual, I can not seem to insert a page screen in these message blocks. help.

thanks

Portal issues

edward — Tue, 27 Jan 2015 18:46:21 GMT

I am having issues with customers/leads to where they are having issues viewing their estimates/invoices. Is there a way to avoid pop up blockers?

Re: adding a birthday field to cients

edward — Mon, 12 Jan 2015 17:53:51 GMT

if you could get Ms. P. Phan to contact me in regards to this that would be great!

thanks,

Edward

Re: adding a birthday field to cients

edward — Sat, 10 Jan 2015 03:38:58 GMT

Apparently I am not a programmer, and was wondering if you could point me in the direction of a programmer that could provide such a service that is trustworthy.

thanks

edward

multiple estimates same customer

edward — Sat, 03 Jan 2015 21:54:44 GMT

Hello, I have been running into some issues with the estimating portion of the app.

I have mulitple jobs that i estimate for the same clients. I have noticed that if I make an estimate

for say a retaining wall using one type of material, I can send it and save the estimate.

Then I wanted to estimate a different project for the job, I pulled up the older estimate with the different

materials, make some changes, with a new cusomter:job name, and save it. What happens next is the

old job is replaced with the new job even though i have renamed the estimate?

Please advise.

edward

Re: adding a birthday field to cients

edward — Wed, 31 Dec 2014 20:57:00 GMT

i would like to create a reccouring activity for each year, but would like to use the customer/ccontact edit screen to imput the birthday, and then from there it would create the activity(s) into the calandar to remind me to send out a birthday card.

I currently do not have any of thier birthdays, so i would imagine that i would create this for the specific client/contact.

adding a birthday field to cients

edward — Tue, 30 Dec 2014 23:23:44 GMT

I wanted to find out how to create a birthday field in the client/customer fields?

Once that is complete I wanted to find out how to add the above date into the activity

calandar, and add a remider to send out a birthday card in a week in advance.

thanks