You searched for the word(s): %27'
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lpierpont-
I just created a copy of the CRM_ActivitiesList screen and on Step 5 of 9 when editing the grid I set it to 'Editing takes place directly in the grid' and I was able to make changes right in the grid.
To apply a change you should see an update button at the bottom right of the grid.
Did you make any other changes to the ...
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lpierport-
I have been able to duplicate this issue. I will create a ticket for this and update this forum post when it is resolved or when I have additional info.
-Michael
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Paul, this is a blessing!!
We have been anticipating this for a long time! I hope what you are syaing is true! (1/4 of the speed).
My only concern is we have alot of customization (with alot of actions) and I am wondering if the slow speed I am seeing is becasue of my customization, not Method. Some screen loads go through 75 actions, will I ...
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How do I get the New Activity screen to show me a drop down of customer company names (i.e. the list name in QuickBooks) rather than the contact's name? I added a drop down box for Entity but then the contact info doesn't fill in below.
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On the Activities List, in the grid, i have set it up to allow editing directly in the grid. But I can't edit the comments area and I don't see how to save it once I have edited it.
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When I create an Activity that is marked as an All Day activity, it shows up on the calendar on 2 consecutive days. I want it to show only on the one day. For instance, all day activity created for Nov 23, shows up on Nov 22 and Nov 23.
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Fred-
If you take a look at the loop action in the Fill with Invoice button and apply the same concept for the date range to customer you should have what you need.
If you are looking for step by step instructions you would need to book some paid consulting time to go over this in detail.
-Michael
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Activities List
Improved - the “Customer / Vendor” and “Contact Name / Phone / Email” columns have been combined into one column. Now we display “Contact / Name / ...
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Rolf-
[quote user="Rolf"]
Could the subsequent action not be queued and wait for completion of the text-change actions, as I find the warning message quite easy to miss?
If not, is there a way to insert a beep into the warning message to make it more noticible, or alternatively make it substantially larger?
[/quote]
Currently ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Edit Case
New - we now display the Activity Status field. Previously, all activities that were done through the edit case screen were marked as complete since they were being added to the case ...