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By the way, I can imagine a setup for "custom" emails where I add a text field that a salesperson can write a personal message into, then use a merge field to stick that at the end of a email template. But before I resort to that, I'd like to know if I have the option for more precise control and editing of the email itself.

smohyee - great work on helping Rofl out!

I've gotten to the point in my customization where I am working on emails. The templates are great for standard emails, but often times our salespeople like to modify a templated email to put a personal message to a customer. What I would like to happen when I click the "Send email" button on my screen is for the actual email ...

smohyee, I've used numerous check boxes as part of a customer application process that employees fill in. With a default of unchecked (or no) I never knew whether the employees had actually considered that field or not, and have now switched to a dropdown with Yes, No, or blank choices(default is blank).  This provides assurance that ...

smohyee, You were absolutely correct.  Such an easy thing to fix; I don't know how I missed it. thanks for your suggestion.   Rolf

The fact that the error message comes up upon closing the window makes me think it's tied to the "onClosePopup" trigger event (which can be found in Step 2 after clicking the "Advanced..." button that is in the "Insert Fields and Objects" section on your customization screen) If you haven't looked at that ...

Thanks for the response Valbon. I'll keep the "Show Message" action in mind for future value testing. Your question is a very good one! I had assumed the IsComplete field would be a text field (don't ask why) where the Yes/No value would have to be typed in, but after you asked I went and looked at the field object and ...

Valbon,   I am overriding under Customize >> Users, which is working well.. but I haven't yet successfully set up the general email info under Customize >> My Account. It may be the Users section is working because it's only asking for an SMTP server?  Tell me if this looks right for the general My Account email ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing.  This has now been fixed to appear when the ...

I am using the Retrieve Value from Table action  to get the value of a dropdown field which I subsequently use in a conditional action. I seem to remember that in the past retrieving a dropdown field would automatically open a new line to allow a choice between the RegID value or the text value. I wanted to use the text value, but have found ...