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  • Re: Customized Job Numbers

    this is what I am getting. There is no sales rep tab. And the opp still doesnt show the number. Existing Items Hide  Filter By View: All Active ItemsAll Inactive ItemsAll ...
    Posted to Method:Classic General Q&A (Forum) by jeremy on 09-18-2012
  • Re: Customized Job Numbers

    Hi - this is the area that I got messed up I think: Please take note that the action relies on the logged in user being assigned as a sales rep so the initials are available from the session.  There are 2 places you need to make this change: Click the tab group drop down to the left of your username and switch this ...
    Posted to Method:Classic General Q&A (Forum) by jeremy on 09-17-2012
  • Re: Customized Job Numbers

    I did all of that, thank you! But when I go to Add New Opportunity it doesnt add all that I have done. It still says Job Opp #2. Is there a step that I am missing?
    Posted to Method:Classic General Q&A (Forum) by jeremy on 09-16-2012
  • Re: Customized Job Numbers

    Thank you Chad, please let me know how to go about what you replied with. 
    Posted to Method:Classic General Q&A (Forum) by jeremy on 09-12-2012
  • Customized Job Numbers

    Hello - when I add a new opportunity, its gives me a job number of 1. And the next opportunity will be 2. Is there a way to customize it so every time me or my employess enter a new job that it will have their initials. For example: I would like my new job to be added as JW2012-1. (my initials, the year and the job number) so the next job opp ...
    Posted to Method:Classic General Q&A (Forum) by jeremy on 09-11-2012
Page 1 of 1 (5 items)