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Checkout our RIO ReadyMade Report to own this report and other reports that may be of your interest!

• there is one side to the business that allows you to track the sales pipeline on the number of students
• there is one side to the business that allows you to report on enrolled students and compliance requirements

The solution we have implemented ensures that:

• the information within both applications are available to one another
• data flow automation between both applications
• extensive reporting coverage

If you would like to know more about how you can seamlessly connect your CRM application (i.e. Salesforce) and your student management system (i.e. JobReady), check out our latest case study addition on our website!

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To be even more dynamic based on the Quote’s information, you may want to utilise the merge field instead. For example:-

Dear Johnny Walker,

It was great meeting you. Please see the following for the pricing details.

Where “Johnny Walker” is the quote’s contact person. Instead of having a custom text field where the quote creator need to manually type the name, we can utilise a formula field instead to construct the content where we can then include the merge fields through the formula.

In the example above, we can have a formula field that display the greeting portion and a separate custom text field to allow user to construct the quote introductory content. These fields can then be included in the quote template too!

To do so, we can utilize the Visualforce page feature in Salesforce (Professional Edition supported) to create the quote template instead. With Visualforce page option, the quote template and its content can be further customize (i.e. by using HTML and CSS).

For example, following is a simple quote sample with customized background that is generated through the Visualforce page:

Additionally, emailing the generated Visualforce Quote to the respective contact or particular recipient is possible too. To find out more about this approach, check out our example posted here.

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Checkout our RIO ReadyMade Report to own this report and other reports that may be of your interest!

<?xml version="1.0" encoding="utf-8"?>
<tasksResponse>
  <errors>
    <error>
      <type>ArgumentException</type>
      <message>Invalid invoice type: Money Out (Expense).</message>
      <stackTrace>System.ArgumentException: Invalid invoice type: Money Out (Expense).
   at Saasu.OnlineAccounting.Service.Transactions.Invoices.InvoiceTypeService.Parse(Int32 fileUid, EntityType entityType, String invoiceTypeString)
   at Netaccounts.Ola.Rest.XmlSerializers.InvoiceSerializer.Deserialize(XmlReader reader, Object target)
   at Netaccounts.Ola.Rest.XmlSerializers.Serializer.Deserialize(String xmlFragment)
   at Netaccounts.Ola.Rest.XmlSerializers.InsertInvoiceSerializer.ParseElementData(XmlReader reader, Object target)
   at Netaccounts.Ola.Rest.XmlSerializers.InsertInvoiceSerializer.Deserialize(XmlReader reader, Object target)
   at Netaccounts.Ola.Rest.XmlSerializers.Serializer.Deserialize(String xmlFragment)
   at Netaccounts.Ola.Rest.XmlSerializers.TasksSerializer.ParseElementData(XmlReader reader, Object target)
   at Netaccounts.Ola.Rest.XmlSerializers.TasksSerializer.Deserialize(XmlReader reader, Object target)
   at Netaccounts.Ola.Rest.XmlSerializers.Serializer.Deserialize(String xmlFragment)
   at Netaccounts.Ola.Rest.RestTasks.TasksRunner.Execute(String xmlTasks)
   at Netaccounts.Ola.Rest.Handlers.TasksPostHandler.HandleRequestInternal()</stackTrace>
    </error>
  </errors>
</tasksResponse>

The first thing that came to my mind is that the invoice type is not supported in the customer region. This can be identified by looking at the Saasu API doc. However, this is not the case. After further studying on Saasu, I found that I need to have the “I am GST registered from” checkbox checked (can be found in Settings -> File Identity). Once I checked the checkbox, the sync just work like a charm