Repeat Customer question
Pending
Is there a way for a new booking to auto populate all the important fields automatically when booking an event for a repeat customer? I see that it will auto suggest name and venue, but I am looking for Tax Exempt information and the Location Code that has to be used to pay the State/Local sales taxes here in Illinois?
The same question
When you choose a customer who already has tax exempt info saved on their customer profile it should give you a prompt at the bottom of the page to see if you want to mark the lead as tax exempt as well and enters the id.
If your optional field is set for leads and customers this should also prefill as well
When you choose a customer who already has tax exempt info saved on their customer profile it should give you a prompt at the bottom of the page to see if you want to mark the lead as tax exempt as well and enters the id.
If your optional field is set for leads and customers this should also prefill as well
The Location Code and Tax Exempt date were both set to just Leads so I changed them to Leads/Customers. However when I did a new lead on a repeat tax exempt customer today, even after I marked it "tax exempt" nothing populated in the box next to Sales Tax Exempt for their unique tax exempt ID code. What else should I look at to see why that didn't auto populate?
UPdate- new problem since changing the display on page from leads to leads/customers it wiped out the location code and the tax exempt expire date out on past leads. How do I get them back without manually looking up all those location codes and expiry dates again?????!!!!
Second issue, it moves the LOCATION CODE box and the TAX EXEMPT EXP DATE box away from the SALES TAX EXEMPT CHECK BOX and the box for the ID in the lead. It makes sense to keep them up NEXT TO the place where I enter the ID for the tax exempt customer. How do I fix this?
The Location Code and Tax Exempt date were both set to just Leads so I changed them to Leads/Customers. However when I did a new lead on a repeat tax exempt customer today, even after I marked it "tax exempt" nothing populated in the box next to Sales Tax Exempt for their unique tax exempt ID code. What else should I look at to see why that didn't auto populate?
UPdate- new problem since changing the display on page from leads to leads/customers it wiped out the location code and the tax exempt expire date out on past leads. How do I get them back without manually looking up all those location codes and expiry dates again?????!!!!
Second issue, it moves the LOCATION CODE box and the TAX EXEMPT EXP DATE box away from the SALES TAX EXEMPT CHECK BOX and the box for the ID in the lead. It makes sense to keep them up NEXT TO the place where I enter the ID for the tax exempt customer. How do I fix this?
Let me see if a dev can pull those location id's and dates
Where do you want the two optional fields placed? (screenshot please)
Let me see if a dev can pull those location id's and dates
Where do you want the two optional fields placed? (screenshot please)
Since I changed them back to just Leads it put them back where they belong now. It is when I change them to Leads/Customers is when it removes them (Location Code and Tax Exempt Exp Date) from where they are now and moves them down under Optional Fields. Can it be fixed to keep them where they are when it is just Leads even when changed to Leads/Customers? And can you check why the Tax Exempt ID number does not populate automatically when creating a new lead with the existing customer?
Since I changed them back to just Leads it put them back where they belong now. It is when I change them to Leads/Customers is when it removes them (Location Code and Tax Exempt Exp Date) from where they are now and moves them down under Optional Fields. Can it be fixed to keep them where they are when it is just Leads even when changed to Leads/Customers? And can you check why the Tax Exempt ID number does not populate automatically when creating a new lead with the existing customer?
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