order of lead screen
Answered
Is there a way to change to order of the lead screen? For example, I would like to see Customer at the top, then Venue, then Event, then Rental, then Optional Fields. No need to have payment close to the top.
In general, I would like to customize the order of the screen the way it would make most sense for me.
Is that possible?
Thank you,
Steve
The same question
This is possible in Settings -> Display Order -> Leads: Section Order. You would then drag and drop each section in the order you want them to appear. Once complete, be sure to save it!
This is possible in Settings -> Display Order -> Leads: Section Order. You would then drag and drop each section in the order you want them to appear. Once complete, be sure to save it!
Loveit! Just made changes and saved. Looks great!
On a related note, some of the info between customer and venue is duplicate. In the legacy version, there were side arrow buttons >> or << that would transfer the same info over between customer and venue (i.e address). Does this function exist in the new version?
Thanks again!
Steve
THE LARGEST OUTDOOR MOVIE COMPANY IN THE U.S.
e rhonda@funflicks.com | e steve@funflicks.com
w funflicks.com
MA 508.809.3169 | MA 978.377.8367
RI 401.383.9277 | NH 603.499.7117
Loveit! Just made changes and saved. Looks great!
On a related note, some of the info between customer and venue is duplicate. In the legacy version, there were side arrow buttons >> or << that would transfer the same info over between customer and venue (i.e address). Does this function exist in the new version?
Thanks again!
Steve
THE LARGEST OUTDOOR MOVIE COMPANY IN THE U.S.
e rhonda@funflicks.com | e steve@funflicks.com
w funflicks.com
MA 508.809.3169 | MA 978.377.8367
RI 401.383.9277 | NH 603.499.7117
You can use the merge feature to merge duplicate customers. Here is an article on how to do this.
You can use the merge feature to merge duplicate customers. Here is an article on how to do this.
I am not trying to merge customers. I am simply trying to use the same functionality that exists in the legacy IO and wondering if that functionality exists in the new IO. I hope it does because I found it highly useful and efficient.
Thanks!
THE LARGEST OUTDOOR MOVIE COMPANY IN THE U.S.
e rhonda@funflicks.com | e steve@funflicks.com
w funflicks.com
MA 508.809.3169 | MA 978.377.8367
RI 401.383.9277 | NH 603.499.7117
I am not trying to merge customers. I am simply trying to use the same functionality that exists in the legacy IO and wondering if that functionality exists in the new IO. I hope it does because I found it highly useful and efficient.
Thanks!
THE LARGEST OUTDOOR MOVIE COMPANY IN THE U.S.
e rhonda@funflicks.com | e steve@funflicks.com
w funflicks.com
MA 508.809.3169 | MA 978.377.8367
RI 401.383.9277 | NH 603.499.7117
I apologize, as I misunderstood your question. You can take the information from either the customer information entered or the venue information entered and copy it over so you are not entering it twice.
This is the button in which you would select:
I apologize, as I misunderstood your question. You can take the information from either the customer information entered or the venue information entered and copy it over so you are not entering it twice.
This is the button in which you would select:
Thank you!
THE LARGEST OUTDOOR MOVIE COMPANY IN THE U.S.
e rhonda@funflicks.com | e steve@funflicks.com
w funflicks.com
MA 508.809.3169 | MA 978.377.8367
RI 401.383.9277 | NH 603.499.7117
Thank you!
THE LARGEST OUTDOOR MOVIE COMPANY IN THE U.S.
e rhonda@funflicks.com | e steve@funflicks.com
w funflicks.com
MA 508.809.3169 | MA 978.377.8367
RI 401.383.9277 | NH 603.499.7117
You're welcome!!
You're welcome!!
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