Configuring Opportunity Feature
Basics Configuring Opportunity Feature
Basics
Opportunities - Features and
Configuration
Configuring
iSupport Opportunity Functionality
Use the Opportunity Management Basics screen to configure Intuit® QuickBooks® integration and enter information to include on quotes generated via the Opportunity screen.
Use the QuickBooks
tab to enable iSupport’s Intuit® QuickBooks® integration
functionality, which enables an Export to QuickBooks 
icon to appear in the Opportunity screen for sending opportunity information
to QuickBooks to create an invoice. (Note that display of the Export to
QuickBooks icon is controlled by a permission in the Support Representative
Profile screen.) When information is exported to QuickBooks, if the customer’s
company does not exist in QuickBooks, a Sync Company to QuickBooks dialog
will appear with a list of the companies in QuickBooks and a Create New
button for adding the new company to the QuickBooks system.
In the QuickBooks Integration fields, use the information in your QuickBooks API project to make entries in the Application Name and other configuration fields on the QuickBooks tab. Click the Connect to QuickBooks button to authenticate. On the Miscellaneous tab, enable the QuickBooks Sync Agent to synchronize paid invoices with their corresponding opportunities.
Use the Quote Info tab to select the correspondence template to display by default when generating a quote, and to enter the address, web site, logo, and vendor information to appear on a quote. In the Correspondence Template field, select the predefined correspondence template to display by default when generating quotes from the Opportunity screen. In the Address 1-3, City, State, Postal Code, Country, Phone, and Fax fields, enter your company information to include in the upper left corner of the quote under the header logo. In the Website field, if applicable, enter a URL to include in the upper left corner of the quote under the contact information. In the Header field, select an image to include in the upper left corner of the quote. In the Vendor Info (PDF) field, if applicable, select a PDF file to include as the second and following pages in the generated quote PDF.`
Use the Quote Notes tab to enter information to include under the line items on a quote.
Use the Default Correspondence Template field on the Miscellaneous tab to select the correspondence template that will apply by default when a support representative initiates a correspondence via the Opportunity entry screen. Correspondence templates that are active and enabled for the Opportunity module will be available for this feature. Use the Create New and View/Edit icons to access the Correspondence Template screen.
