run a "mass update" to set the tax codes. Problem you would have will be with regards to the "purchase tax code" as I would assume that these will be incorrect in your system as well? If so, then your only option is to open each individual item....yes...1 by 1...and correct the "purchase tax code". If you find an…

we used the "Advanced Partner" login, assign the customer to the partner, set up email alert to partner that shows them a new Opportunity exists. You would want the partner sending their own estimate unless you regulate their sell prices. Then just use the drop down box for the price levels to show the partner their costs.…

Hi, we are using it. Problem to be aware of: you cannot hide the cost of items on the "BASIC" tab on the item template. You can hide most things but not this little gem (when using MLI). The other point to be aware of is if you have any direct dealings with the customer then you need to knock out the "PARTNER" on the OPP…

Hi Evan, how do we set this to automatically update though? The only point that we would consider we have "overridden" is the changing of a line item value, we often don't see that the total has failed to update.

This works but does not overcome the issue where you want to say include a "Dealer/Distributor" who may be the original supplier to your end user who is working a warranty case or with the supplier if a manufacturing issue. NS, why not allow us to use it as a standard drop down list, why limit us to just the company…

Good question, I was trying to find the field "Due By" which can be added to a report but no field is showing on the sales order. We changed "End date" to read "Due By" and away we went.

make it an option box as we definitely do not want it. Much prefer the ability to send revised estimates or option estimates and then when 1 has been selected/sold then the OPP clears from the pipeline. :)

Damon, I personally find in my system that if I delete the custom field from my "Custom Inventory Form" then we cannot DLE the "custom" field on any of the templates we use.

check under Quota/Forecast, this supplies all the relevant info you mentioned.

if you solve it you're a hero, we have had this issue since day 1.......(5 years & counting).

Let me know if you find a way as we had to add the supplier as a customer to work around this. :(

Plus: The ability to enter a "Case" against a serial number being returned direct from end user rather than having to lodge against the original purchaser/distributor/dealer. NS will not allow the selection of the serial number unless original purchaser is enered, then you can select from a list of SN's supplied to that…

OK, went back to your original formula and working so long as I close the gaps & stick the country code on the front, Thanks for trying. Evan, on another matter,,,,I have loaded the new OL2007 integration but seems to have capped my "NS Address Book" at 1000 contacts?

issues; have contacts loaded in SKYPE, can't see their status and can't connect.....I will keep trying

You might need to use a function to remove spaces and leading 0 from the number. That would require you to check "formula" and then use SQL syntax. So something like '<a href="callto://'||replace(case when substr({phone},1,1)=0 then substr({phone},2) else {phone} end,' ','')||'">Click her to call with Skype</a>' Hope this…

"0418 197 928" is the format used, even "0418 197928" fails as has a "0" as first numeral and a space further in....we would need to go thru all the numbers and format to something like "+61418197928" to get a failsafe combo.....sounds too hard.

wow :eek: that is pretty impressive! I have loaded and set the defaults to all customers/contacts/other names/suppliers.... Something dodgy with the "Skype 2 Skype" button and how it appears, I can always disable that one if it annoys me enough. Suggest you set the defaults to load against all these and not just against…

the type is "Inline HTML" and the error on the customer tab is "ERROR: Invalid Expression"

exactl what I have, copied & pasted.

thanks, tried changing the "default value" in the "custom entity field" to your suggestion but clapped out. Can't see any "formula" field to check as you have suggested, am I not looking hard enough or am I in the wrong area?

the icon for this is not appearing as it should. Hope u don't mind but I had to remove your logo as it kept redirecting my site every time we openned a contact. i cannot see any status of conatacts and the ones we have that are online I can\'t determine if I have to add them again. When pressing on "chat" it just goes to a…

Disregard, changed # format to "+61418197928" and works fine. Hi Evan, unsure what I am doing wrong but when I have a # in the record such as "0418197928" and hit the custom field created for SKPE, it distorts to +6141%20819%207928". Any idea's?

quick reply, thanks. I will give it a whirl as soon as you guys get back up online....looks like OZ NS is offline for maintenance?

Main issue here is when the adressee is "copied & pasted" to change the "default", when the customer/contact replies with say a question, you then reply to his email....NS sends it automatically to the default address and shows the addressee in the "to" field.....many months waiting for this to be fixed and many customer…

definitely needed! :cool:

Paul, save your money! We went down that path with a trial version.....waste of time & unless the price changed, waste of money. If using windows/iPhone then a "managed exchange" mail box is the way to go, you can get a virtual one from "web central" or similar. This sync's straight to the iPhone and your normal Outlook…

same prolem with the dashboard here.....on the 1st of the month the KPI profits still recording from prior month....even though we are looking at MTD....:mad: Fixes itself come the 2nd day.....must be an American time difference thingy ????

sorry but keeps giving "Your session has timed out" and forces me to log-in again

Would give it a go, unsure where I would activate this option?

we handle this by changing the settings on our web server and not by changing inside NS. So then we just log into our hosted exchange, provision the required settings, de-provision the NS redirects and bingo, gone from NS to external hosted site. www.invertek.com.au