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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.
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smohyee - great work on helping Rofl out!
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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 ...
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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 ...
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smohyee,
You were absolutely correct. Such an easy thing to fix; I don't know how I missed it.
thanks for your suggestion.
Rolf
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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