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Is there a way to restore a previous version of a custom invoice template?  I made one small change yesterday and now the whole invoice template is messed up.  The Bands have moved and changed.  The invoice isn't printing right.  I didn't even move any of these things around.  I just added ONE FIELD!!!  I am ...

Hi Bryan, Everything looks right.  There are a couple of things that I see, more for safety and efficiency that I'd recommend.  First, I'd loop only through the checked rows. This will ensure that you are indeed deleting the intended records, and also not loop through records unnecessarily. It may add to the actual ...

Here's the resulting excel file Here's the grid I exported. It's based on the activity table and the field containing the html is the regular comments field.  I double checked that the remove html box was checked in the export action.  Also, prior to this post I added a second button but got the same ...

Hello,  I've searched the forums and have found some infromation on how to get MS Exchange 2007 to be ale to communicate with Method. I've set up the IP addresses per a previoue post here http://www.methodintegration.com/cs/forums/p/1302/4439.aspx#4439 from 2010 regarding this matter. The relay has been set to allow access and test ...

Hi Mark, Works fine on my end on both an editable and read-only grid. Where are your html tags being used, in the cell values? And what are the tags you're using? Can you include a screenshot of your grid and of the exported file. - Ashur

With the Eport Grid to Excel action there is an option to remove HTML tags, this doesn't appear to function.  Anybody else having this problem?

Hi Marcelo, We do allow you to set some activity preferences by default.  You can find these by going to Home > My CRM Preferences in the CRM tab group. Other settings can be defaulted through customization.  This can be done several ways.  In your case, you can use the Text Change event in the item grid to set the ...

I just tried deleting the small change that I made yesterday and the problem is still happening.  :(

Hi all, I am suddenly having a problem printing multiple invoices at one time.  I made a very minor change to a custom invoice template in Report Designer last night (added a field in the GroupHeader3 section of the invoice template). This morning the client emailed me that when she chooses multiple invoices to print, the first invoice ...

Hi, On Method CRM for Quickbooks, there is no default way to block off certain dates for holidays in the activity calendar.  This goes for both desktop and online.  You said you could do this in the desktop version, was this through customization? You can achieve this type of function through customization. You ...