Method Community

Matt- So it doesn't look to be a customization issue, but an issue specific to the Export Grid to Excel action or something specific to your account as I have not been able to duplicate outside of your account. I will create a ticket for this issue and update you once I have additonal info, please leave MethodSupport enabled and leave ...

Understood.  Method Support is active.  If you would be so kind as to take a look to see if it is a bug related to the export of that grid I would appreciate it.  If it has to do with screen customization, I totally understand that the ball would be in our (and Mark's) court. Thank you,      Matt

lpierpont- The default Filter View for the Activites List(CRM_ActivitiesList) is My Active Activities on or before today and one of its filters is ActivityStatus does not contain Completed. You can change the default filters on the Activities grid by editing the grid on the Activities List screen and going to step 3 of 9. -Michael

Matt- MethodSupport can be enabled by going to Customize > Users and checking the MethodSupport user to be Active. I can troubleshoot this Export To Grid action on your account but if the issue is not a bug and actually related to screen customization you will need to work with Mark. -Michael  

Sorry, went a little "space cadet" on that last post. Method support is already enabled on our account (Bungalow LLC). The screen causing the problem is on the Customer Center Tab, the "Batching" tablink. Please let me know if you find anything. Thanks,      Matt

I did the steps outlined above and am getting the same error. What do you mean when you say "enable Method support"? I have also alerted our account manager, Mark Crews, to the issue.    

Dave- The code I tested was what you sent me. The email you received is what is setup on step 7 of 9 when configuring a web form unless you change the names there to reflect the changes you made it will send out the default email. -Michael

When I go to my activities list I would like the list to not include completed activities.  Is there a way change the default filter on the activities list? 

lpierpont- For that field to transfer to QuickBooks it has to remain as minutes but within that table are 2 fields for Duration one for hours and one for minutes. The duration field that is one the screen by default is for Minutes, hide that one and add the duration hours field to the screen, then add some actions to duration hours so that when ...

Matt- Try regenerating the InvoiceLIne table. To do this: Go to Customize > Tables / Fields Click Edit Fields for the InvoiceLine table Click Finished Editing FIelds Then try the process again. If it is still happening, enable MethodSupport and give me the exact steps you are taking and I will take a look. -Michael