Method Community

Is it possible to duplicate a quote like you can an oppurtunity?

Greg, I just want to check what I am trying to do it is possible , we want dealers to have access to dcuments via the portal.

Hi Adam, I was able to solve this issue using hyperlinks. Thank you so much for your help! I appreciate it ;)

We're receiving the error message "Field 'IsLeadStatusOnly' does not support editing" when attempting to convert a handful of leads into customers.  These individuals do not exist in QB.  I can't seem to see a pattern or common thread.  I would expect to only see such a thing when a customer's ...

Hello Adrian,       Could you provide a screen shot of what your screen is showing?  I'm uncertain by what you mean by Document Library is empty.  Document grids, like the one in the Customer screen, shows any linked Documents.  If there are no iinked documents, then you can click 'Documnet..' ...

Hi Adam, Thank you so much for your help. I'm using the character function to create the link. I start with [ <a href=http://maps.google.com/maps?q=" ] then append the address and the rest of the link. When I send an email containing the result of this character merge, it shows up as text. Do you see what I mean? Thank you : )

Hi Issam, What about the hyperlink didn't work?  The link itself or the URL?  If its the URL, try using the short URL option in Google Maps. The long link in the address bar could be causing issues since there are a number of special characters. I put this in the Work Order Instructions and it was clickable for me on the printed ...

Hello Stuart,     I would not recommend changing the DataExtDef table.  I don't know what it is for, but it may be there for processes unseen and you could, in essence, break your table and incur problems.  - Greg

Hi Adam, I want to make the street address clickable. I'm looking to create a google maps link. I tried hyperlinking without any luck. Thank you.

I am trying to add Documents on the dealer portal that are sorted into folders and not just a document list, I thought this was achieved by the document library but this is always empty. The documents are stored into the relevant folders. Any help would be greatly appreciated.