Robert Warren
Sr Tech and flex operations for Heard Global, heardglobal.com
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Actividad reciente de Robert Warren Ordenar por actividad reciente-
yellow highlight color in calendar start and load out date
Hi all, I've tried looking for this in other posts. We have a few quotes that seem to have a yellow highlightover the start date and a load out date on quotes in the calendar daybook view. I'm not...
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creating a new quote
when I create a new quote it starts off with the quote being closed. shouldn't that be open... if so, how can I change that? thx,
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using QB integration with Flex 5 of some sorts - need advice
My company is wanting to use flex more in the invoicing phase and NOT re creating the estimates/quotes in Quick Books along with Flex. So does anyone who uses Flex with QB have a few minutes to ta...
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can I copy inventory items from one quote and paste into another?
I tried the copy and past selected lines but that doesn't seem to carry the clipboard over to a different quote. Is there another way to quickly copy some items in a quote over to another quote s...
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ROI comparisons
I'm new to the ROI functions and when checking them out I noticed on the dashboard it compares the chosen inventory item to others in a pie chart. How does one control the other items in the comp...
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inventory suggestion types in use
we have several suggestion types. I would like to erase some, but I don't know if anything is using it or not. So brings the question, is there a way to find out quickly if something is using that...
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copying contents of one package over to another
If i have a package with a lot of contents and I want to make another with the same contents is there a fast way to get all of those exact same contents over to a different package ? I want to mak...