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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Comments
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Hi Olivier, Thanks for the information. Apparently we are due to be upgraded in the next few weeks so will wait until that is complete so we can see what we have. Looking forward to it.
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Hi, I am not sure that would work, but then am not a programmer myself. The problem is that when presenting estimates we have some customers requiring breakdown estimates, others who don't. We are also working with NS Professional Services and I will post again if they are able to come up with a work around to suit our…
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We send our estimates as PDF. We created a custom template with page 1 modified to carry a signature box at the bottom.
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Hi Brian, The official word from NS is that it can't be done. We have the same need as you and as a work around we are considering exporting all items we want to change and then re-import them as non-inventory. The problem we have is with duplicates and have not come up with a clean answer on that yet. Have asked NS…
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Hi Chris, We use multiple estimates but not in the quite the same manner you are describing. We use them to track revisions in the bid for a single opportunity rather than offering options for the customer to choose from. When we issue a revision, we close the other estimates (we have created a status to handle that…
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No problem, found the answer.
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Hi, there are 2 steps: 1. Setup --> Customisation --> Centre Centre Links Create a link to anywhere and give it a name. 2. Setup --> Customisation --> Centre Tabs Create a tab and save it. Click on "edit" at the right of the tab created and add the link created in step 1. I haven't found anyhwere that allows you to put the…
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Hi Jeff, Matthew, We are looking at KBPublisher (kbpublisher.com). The system is light, cheap and highly configurable. We need to be able to restrict access to both articles and files based on company/user/role and this software seems to do the trick. I have read a number of reviews and they all seem positive. Hope this…
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Hello Mespero, I think you have the wrong number. Enhancement request number 122612 has the following caption: "Please allow Item Fulfilment Number to be printed as a BARCODE on Packing Slip as opposed to Sales Order Number" This is quite different from the request posted by lmleon
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Tom, We are a OneWorld user and as recently as 2 months ago were confirming with our local (Japan) and overall account point of contacts (UK) that we would in fact be able to appoint free accoutants in EACH subsidiary because we naturally have different accountants in each country. It appears from the replies from users…
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Hi Frogpilot, We tested the Box integration about a year ago and found it didn't do what we wanted. We were hoping it would allow us to set file drives for users and the integration would allow us to manage secure access to folders but it is not that clean. Eventually we gave up. The Box.net people in their defence were…