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Hello, I have a filter question I think. Under the "dashboard" screen there is an "incomplete activities" line that references the activities for the logged in user. Some of our activities get cancelled and they still show up on the list. Only the "COMPLETED" activities seem to NOT show up on ...
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Andy-
Thanks for bringing this to our attention. I will create a ticket for this and update this forum post once it is resolved on the orginal screen.
-Michael
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Pdirect-
What SMTP's are you trying to use? Can you post them or email them to me.
-Michael
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Ivharris-
If you edit the Reports on the screen all you would need to do is remove the filters for AssignedTo and it should show data for all users.
-Michael
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Ran into the error below when selecting from the "Ship to" drop down. The drop down is from the pre-loaded Method Purchase Order screen, so I think others might have run into the problem already, but couldn't find a thread on the topic. Please advise. We can get around it by just clicking close, but it's just an extra step to ...
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I did, but that didn't fix it. And I don't think both of our SMTP servers would be causing an error . . with the SMTP servers from different providers.
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pdirect-
Try setting the Port to 587
-Michael
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lpierpont-
The reason this probably isn't sorting the way you want it to is because of the DueDateStart for the Activities. The activities would all have to be for the same time (12:00PM as an example) for the second sorting to work.
-Michael
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
New Activity
Fix - when selecting an email template from the dropdown list, the subject was replacing the body during the mail merge. (QBO)
Fix - when selecting an email template from the ...
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Hello,
I have been unsuccessful in customizing the home page. All I am trying to do is remove the "Filter By User". I want to see ALL of my users on one screen for the "Opportunities By Sales Stage" and "Opportunities By Month". Any clues on how to accomplish that?