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Jason, thanks. How would I then pull multiple lines into one template?

Got it! Had to make adjustments in the settings, however, it still doesn't explain a string of errors and upon the 5th attempt, it functioned just fine.

Looks like the screen snippets didn't post. Nevermind on the errors, it just synced, gave me a list, but the subject area is blank and no appointments are listed in the calendar. Thanks.

Don't know if there is a latest update to the plug in, but this would be very helpful for myself and my techs in the field. I downloaded the plugin, adjusted the settings as asked, and tried to sync contacts when I got all kinds of interesting error messages. Here's a list of the errors that pop up in order of appearance. Any ...

grdmunoz, In the scenario in my previous post, I set my where clause as: where the RecordID is equal to the Value From Row, RecordID. Since I wanted to update every record selected in my loop, this was an appropriate choice.  Jason

Hey! No worries at all! Glad someone is even looking at this ;). I originally had it based on the TimeTracking table, but was then unable to associate additional reference tables in the second section, so the primary table is now Customers. Back in the day when I used to build databases in Access and run reports with Crystal Reports, I was able ...

Hi Mike, I am going to try to replicate this in my own test account, but have a couple questions. You mention you have several custom fields for the item table, is your other custom field a date type also, or is it a text field?  Could you confirm this happens with the other custom field in the item table, if it has a different format ...

Hi, Sorry for the late reply. Which table have you based the report off of?  I haven't actually done anything like this myself, so I'll need to create this and see what's needed. and get back to you. - Adam

I sent you an email of the screens. Thanks for your help!

As you may have read in our previous blog post, Method CRM has been nominated for the PwC Innovator of the Year Award.   Everyone here at Method CRM is really excited for the news, but one member of our team is almost a little TOO excited about this: I hope you enjoyed Errol's antics as much as we ...