Search results by user ID 6967

Estimate Print - where did the customer address go?

sdmo — Fri, 04 Mar 2016 17:05:07 GMT

Hi there,

We built our estimate template in the Report Designer based upon the estimate template. To show the customer address, we used "EstimateShipAddress3" . It's always showed up and we've never had a problem until the last week or so. Now, nothing shows up in that field, even though there is clearly data in that field in all of our estimates. I've tried using all of the different ship-to options to no avail.

Do you have any idea as to how we can fix this?

Thank you,

Sarah

Creating New Contacts - Tab Behavior

sdmo — Wed, 06 Jan 2016 18:03:33 GMT

Hi there,

How do I create a tab behavior where our users can just tab through each individual field in order when they create a new contact?

The current behavior is :

Enter first name
Tab
It ends up on Direct Phone (expected behavior is tab to last name)

Our preference would be first name (tab) last name (tab) Autofill Name (tab) Title (tab) Email (tab) Phone number options

What do you recommend?

Thank you!

Sarah

Re: Deactivating Contacts?

sdmo — Fri, 13 Nov 2015 20:47:58 GMT

OK, I may have spoken too soon. :/ i went through and added "IsActive" to the contacts screen. The contact view filters are all set to "IsActive" = "Yes" so I assumed that the contact I unchecked would not appear. However, the contact DOES show up. When I review their contact file, they are marked active once again. I've tried doing Save & Close, Save & New, to no avail- it just doesn't seem to stick if I uncheck the box. It's very strange!

Any ideas there?

Thanks again

Re: Deactivating Contacts?

sdmo — Fri, 13 Nov 2015 20:21:46 GMT

brilliant.

Re: Deactivating Contacts?

sdmo — Fri, 13 Nov 2015 20:07:37 GMT

Hi Ben,

Great question! A lot of our contacts end up moving to different customers so we don't necessarily want to lose track of those people.

I suppose one workaround may be to tag them inactive? Is there anything else you might think of?

Thanks much for your quick response- I appreciate you guys!

Sarah

Deactivating Contacts?

sdmo — Fri, 13 Nov 2015 19:16:23 GMT

Hi there,

Is there a way to deactivate, rather than delete a contact from a customer record?

Thanks in advance!

Sarah

Re: "Save & New" Case Behavior

sdmo — Wed, 21 Oct 2015 21:39:29 GMT

Thank you, Mortaza!

It does work this way- however it defaults to "none" in the radio button selection, rather than "existing". How do I set that to default to "existing"?

So close!

Sarah

Re: "Save & New" Case Behavior

sdmo — Mon, 19 Oct 2015 20:15:31 GMT

Hi Mortaza,

Thank you!

Couple of questions for you as I got stuck right away:

With Step 1, what kind of value is that? Type in? I didn’t see “active record ID” as an option in any of the “value from screen” options. (?)

Also, can you send over a screenshot of what my final action properties should be?

Many thanks!

Sarah

"Save & New" Case Behavior

sdmo — Fri, 16 Oct 2015 17:31:53 GMT

Hi there,

Our tech support team often creates multiple cases for the same contact/company as they prefer to track all issues separately. How can I set it to retain all existing field information when they hit "save and new"? This would prevent them from inputting the information multiple times.

Thank you!

Sarah

Customer Views

sdmo — Wed, 26 Aug 2015 21:54:26 GMT

Hi there,

We are having issues with the out-of-the-box customer views in that it shows all customers AND contacts in one place. You can arrange the sort, but it doesn't always behave in a consistent manner. We would prefer to have just the customers listed, and then drill down from there. How would I go about configuring that?

Thanks!

Sarah