When Duplicating
Big Business includes When Duplicating settings to give you more control over how your team creates new entries. Duplicate is a fabulous time saver, but can lead to errors where duplicated entries have old data. When Duplicating lets you control what happens when entries are duplicated.
This Solution describes these options. (6724)
Big Business includes When Duplicating settings to give you more control over how your team creates new entries. Duplicate is a fabulous time saver, but can lead to errors where duplicated entries have old data. When Duplicating lets you control what happens when entries are duplicated.
Reset Printed Comments resets the contents of the Printed Comment for Orders.
Reset Private Comments resets the contents of the Private Comment for Orders.
Forms Units
This Solution provides quick step-by-step instructions for creating a new Form that displays Units of Measure.
Go to Forms, select the form you want to edit, and click OK.
Go to the small File menu and choose Save As (My Quote with Units).
Double-click a Field like Qty and change to UoM Qty (Unit of Measure Qty).
To create a new Field it is easiest to click on an existing Field and Duplicate (Ctrl-D, or Edit, Duplicate). This keeps the font and sizing the same.
If you duplicate Qty and want it to be Units (UoM Abbrev.), you must erase the Format (##,###,###.00 -> [blank]). You could Duplicate the Comment and resize (see below).
To move a Field type an Arrow Key, or Shift-Arrow-Key to move 10 spaces. To resize a Field type Ctrl-Arrow-Key where ctrl-right/down makes it longer and ctrl-up/left makes it shorter.
To test, Save the form and go to the place it's used (eg Quote tool) to print.
To Save, close the window and say YES to save changes. This will save all edits to your new form (MyQuote-UoM).
Client Timeout
Big Business uses new networking that supports Sleep. Your computer can Sleep and when it wakes your Big Business Client can instantly reconnect.
This only works if your secure connection has not been reset by events such as switching networks by moving your laptop or restarting Big Business Server.
If your secure connection is reset you should wait for one minute while Big Business Client times out and gives you the option to Quit. This usually takes 45 seconds.
HubSpot Connect
HubSpot Connect offers a custom connection for Big Business and HubSpot CRM. Fully automatic and fully customizable, HubSpot Connect will let you customize your workflow and automatically coordinate data, reducing duplication of effort or errors.
Chapter 313 HubSpot Connect
HubSpot Connect provides a starting point for custom connections to HubSpot CRM.
HubSpot Connect requires a current version of Big Business Open or Built Edition and a list of connections you would like to make such as adding and updating Contacts in HubSpot when they change in Big Business, or vice versa.
This chapter provides reference information for setting up your connections, which is also covered by unlimited setup support if you need additional help.
HubSpot Registering
This Solution describes Registering HubSpot Connect.
To Register HubSpot Connect:
1. Go to System toolbar, Company card, and click Upgrade.
2. Click HubSpot to open the Registration dialog.
3. Enter your Registration code.
4. Click Continue.
5. Click OK on the Confirmation dialog.
6. Click OK to Save the Company card.
7. Quit and restart Big Business Client.
To register you will need a code from support@bigbusiness.com. This lets us check for conflicts and send the right instructions before you turn on.
HubSpot Setup
To connect Big Business to HubSpot you need to log into your Hubspot Dashboard to create an API Key.
This Solution tells you how to generate an API Key. (7402)
To create credentials for HubSpot:
1. Go to your Hubspot Dashboard
2. Go to Settings, Integrations, API Key
3. Click the button to "Create key".
HubSpot will generate an API Key.
4. Click Copy to copy and then Paste into Big Business.
Copy the Key into HubSpot Settings in Big Business.
Interactive Allocate
Interactive Allocate gives you a snapshot of your fulfillment schedule based on criteria you choose such as when to buy, build, expedite, or transfer from another warehouse.
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HubSpot Settings
Big Business needs an API Key from HubSpot. These is generated in HubSpot Dashboard.
For HubSpot Settings:
1. Go to the System toolbar, to the Company card, to the Connect Settings tab.
2. Click the Hub button and the HubSpot Connections listing will open.
3. Click New to create a new connection.
4. Edit the HubSpot Listing.
5. Copy and Paste API Key.
6. Click Test button to test the connection.
7. Click OK to Save settings and then click OK to Save the Company Card.