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Started working again so all is well.
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Problem this morning copying a screen from one account to another. The last few days I have been trying to fix some issues in my account and at method tech support suggestion I created a trial account to do so. In the process I moved some of my custom screens to trial account to sandbox them while i worked on my original ...
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I had the same problem over the last few days. Rerplacing screens etc suddenly started breaking my pop up links and even some tab links. I was able t fix most of it manually but wondering why this started happening as never had a problem with it before.
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Hi,
This one is a doozy, so I am not expecting much of a solution, but I have to ask.
SO, we have implememented a program called Big Time, which is a job tracking, timer software. Big Time links with QBs and within BT, we make subjobs under each customers (beacuse we are seasonal, and do the same job types every year, we create the same jobs, ...
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Ashur,
This worked great!
Thank you!
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XtekTrev,
You'd just have to use the Report Designer to create the invoice/estimate template without the fields you don't want to show. The Report Designer creates a PDF of the estimate or invoice info you want to send to a client. If you've created a screen with custom fields, these won't show on our stock Report ...
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Neil,
The <html> tag won't work. Try using <br /> before the link. You won't need a closing tag for this, so you'll only have the one instance of it.
- Adam
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Hi Kitty,
When using merge fields on particular screens, i.e. the New Activity screen, you would need to use the table which that screen was built off of. For example, if you want to send out an email to a contact from the New Activity screen you would use Activity.ContactName as the merge field since the screen is based off ...
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Hi,
So I know when I create a campaign, the merge field should say, ListBuilder.(name of feidl wanted) FirstName. The question is, when I am working on a specific customer and what to start a new activity and Send Email and use a template, what is the correct merge field label - is it still ListBuilder.FirstName? Or since there is NO list being ...
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Thank you so much for the help once again. I am still having trouble atm. Let me break down exactly what im doing in my actions.
I have my Action Results made as such.
Contact_AR -holds clients name
Message1_AR-holds first part of my message
Message2-AR-holds the code for the link to my survey (<a ...
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