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I am having two issues between the invoice screen and what the print out looks like.
1) How do I get rid of the time stamp from the selected date
2) How do I set up the proper decimal places in the the Payments/Credit
Thanks!
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My method account has the following settings:
email server address: smtp.att.yahoo.com
Port: 587
Use SS: no
Looking at my notes, ATT said that port 25 on there end was blocked when i was using Method. Dont know what they mean by "their ports"
Good luck.
John M
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we cannot find the new fields that we add. Any advice on how I can see these new fields in the Leads screen?; We are in the process of uploading data from our leads. We have had to create additional fields (i.e. a field for “title”). While we are able to successfully upload our data so that it appears in the Leads screen
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swm023-
Go to Customize > Screens and look for the CRM_EditLead screen, you will have to make a copy of it before you edit it.
-Michael
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shelley-
I logged into your account and took a quick look, I think you are just using the wrong screen.
Under Customer Center > Customer List you are using a screen called Customer List - Admin Sales (You can see this by hovering over the tab link name).
Looking at the your most recently customized screen Customer List - Shelley, I can see ...
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shelley-
Take a look at the filters that are applied to the grid on that screen, make sure that for each filter that is using value from screen that the field still exists on the screen.
-Michael
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Jeff-
If you are just looking to send bulk emails for invoices and to get some kind of notification when a user view an invoice in the portal it would most likely not take more then 2 hours of consulting time($125/hour).
-Michael
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I just tested EJ again with an office 365 account and it failed again. This is getting a bit tedious. The reason we moved to something like Method is to eliminate server administration. And you can toute your superior knowledge if you want, but that doesn't solve your customer's problems. We use AT&T and Office ...
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Ok, so I created the new drop-down field (not sure where it is now). How do I customize my leads screen now?
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When i signed on with Method and started sending email through method using the att account, everything was working great for 7 months then everything stopped.
In about 2 to 3 weeks you will get a email from att saying that errors were created and in order to correct them is to call in. The email will have a number to call.
If you ...