cancel
Showing results for 
Search instead for 
Did you mean: 
gefcops
Level 2

How do you see other sales reps on estimate dropdown?

Only two of my sales reps are available from whom to select.
Solved
Best answer May 10, 2021

Best Answers
MichelleBh
Moderator

How do you see other sales reps on estimate dropdown?

Hello, gefcops. 

 

I’ll be here to help you every step of the way to show up in the sales rep's name in QuickBooks Online. 

 

Let's make sure that the sales rep name box is checked on the Custom Field page. Thus, you can see all the names in the Estimates drop-down. 

 

Here's how: 

 

  1. Go to the Gear icon, then choose Custom fields
  2. Click the Edit hyperlink. 
  3. Review the box under Active

Sales rep in customer field 1.PNG

 

Once confirmed and the issue continues, please access your account via an incognito. A browser full of cache and temp files can cause unexpected behaviors. 

 

Here are the shortcut keys: 

 

  • Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)
  • Ctrl + Shift + P (Microsoft Edge)

 

Once logged in, go back to the Estimates page and review the list in the drop-down. If the private browser works, you'll need to delete temporary internet files in your regular browser. That'll remove previously stored browsing data that might have caused the issue. Using another supported browser is a good alternative too. 

 

You may also visit these resources about handling custom field estimates, reports, and other related matters. 

 

 

Please reach out to me here if there's anything else you need, I want to ensure your success. Have a great rest of your day.

View solution in original post

2 Comments 2
MichelleBh
Moderator

How do you see other sales reps on estimate dropdown?

Hello, gefcops. 

 

I’ll be here to help you every step of the way to show up in the sales rep's name in QuickBooks Online. 

 

Let's make sure that the sales rep name box is checked on the Custom Field page. Thus, you can see all the names in the Estimates drop-down. 

 

Here's how: 

 

  1. Go to the Gear icon, then choose Custom fields
  2. Click the Edit hyperlink. 
  3. Review the box under Active

Sales rep in customer field 1.PNG

 

Once confirmed and the issue continues, please access your account via an incognito. A browser full of cache and temp files can cause unexpected behaviors. 

 

Here are the shortcut keys: 

 

  • Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)
  • Ctrl + Shift + P (Microsoft Edge)

 

Once logged in, go back to the Estimates page and review the list in the drop-down. If the private browser works, you'll need to delete temporary internet files in your regular browser. That'll remove previously stored browsing data that might have caused the issue. Using another supported browser is a good alternative too. 

 

You may also visit these resources about handling custom field estimates, reports, and other related matters. 

 

 

Please reach out to me here if there's anything else you need, I want to ensure your success. Have a great rest of your day.

gefcops
Level 2

How do you see other sales reps on estimate dropdown?

This worked perfectly!  Thank you, Michelle!

Need to get in touch?

Contact us