User_7WOCQ Green Ribbon

Yes. Here is screen shot of an employee, Cameron. Under HR on Job Information, there is a Sales Role drop down and its selected as: I have went bacak in to recalculate the commission, go to transactions-commissions and there isnt' anything to authorize, approve or listed on the individual Employee Commission.

Thank you....here you go.. It is the access level and organizer...currently

That worked! The company field was being populated so I moved it to the main page. I was missing the sourcing part. I have most of everything working. The job address comes across as the customer's address which is good for most of them. However, is there a way to make it a drop down for a text area? My problem now is that…

Pauline, Yes I can confirm this is not the case. If I am at a customer record and go to create a new event, it is blank.

I have created a saved search listing the customer name, address and address label. I am unable to find a way to put it on the dashboard as a search option. I want to put the house number and it populate based on that criteria...or even if I put the whole street address....Suggestions?

Thanks so much! I will try this. I did the segment and that seems to work. Does anyone know how to get Item list to come up in a workflow. I want to make it that (generic information) item 001-100 is only for department A, item 200-300 is for department B but I can't seem to find the list field at all. 

I ran this as a transaction saved search but it isn't listing the payment types. The employee needs to reconcile the cash received to cash posted, checks to checks etc.

Thank you. I have a quick question...which type of saved search do I select? Transaction? Payment Event?

Anyone know this?

That is my question...how do I make it so... If Field "Department" is "Service" then Class is "commercial" or "Residential"

Thank you for the response. This is mindblowing to me. Even quickbooks allows you to search for addresses. I can search by phone, name, email and IP address -- Realy??? Like anyone knows their ip address!-- but NOT an address is just poor limitations. Don't worry, I totally voted for this "enhancement" which should be…

Hi Jack. This would permanently change my email address. I would like to be able to select which email address I am sending something from....or have it set so anything to a customer comes from email A. 

We have customers with multiple addresses. So we need to be able to select the address on the customer record in the address book.

Yes, I verified that my FORM was checked in the Transaction Body Field

I am not sure how it handles the signature. It is actually a place for the customer to sign, like a credit card machine so it is not an image but an actual signature. I am able to use NextService's Transaction body field and add it to the estimate and rename it but it doesn't work for the invoice. 

There are some custom fields. I guess they are actually creating an event from a transaction form, an estimate. Can you set field value from a transaction form to an entry form?

Hmmm...ours doesn't the only thing that auto fills is the "Organizer" field. Everything else we have to manually enter.