-
Andy-
Currently you can't change a field from one type to another, you will need to delete it and re-add it or just create a new field if you don't want to lose the data that may already be stored in the old field.
-Michael
-
John-
This is an error from the SMTP server you are trying to use. Most of the time this particular error comes up if the provider you are trying to use does not support SMTP or has blocked access to it ( Free email accounts like yahoo sometimes have this blocked until you upgrade to their premium email service).
-Michael
-
Hi John-
There are already tickets for issue 1 and issue 3, right now for issue 3 instead of pressing OK click the filter Icon.
I created a ticket for issue 2.
There are plans to add more screen into mobile but currently we don't have an ETA for them.
-Michael
-
That's what I needed. It is a customized field that I created as an integer. If I want to change it to decimal now, do I go to Tables/Fields> Edit Fields for the Invoice table (which is where the field is located). Am I supposed to be able to edit this field from there? I can see the list of fields including the custom ones we created, but ...
-
Micheal
I copied the screen and took a look at the actions. When naming the action result someone used a period. opportunity.*****
I removed the period on my practice screen and it works fine.
-
Hi mlepitt-
Are you taking a look at the CRM_Home Dashboard screen? The Refresh Counts button should have actions to generate these values. It also makes use of current date but there is no looping in that button.
-Michael
-
Hi Shelley-
Edit the field and on Step 1 click Advanced Options, change the number of input lines, this should make the box bigger. :)
-Michael
-
Hi Andy-
What is the type of the field? Go to Customize > Tables / Fields and click Edit Fields for the table where the field exists. If the type is an integer then you won't be able to enter any decimals. Looking at integer field text boxes it still lets set the decimal but it cannot be used. I will create a ticket to have this changed to ...
-
Greetings
New CRM>Estimates>Save and Email. I get the following message: Error^Action Sequence:47. Error with user authentication;Server says: 530 Access denied
John M
-
Hi Mark-
I have been able to duplicate this. I will create a ticket for this and update this post once the issue is resolved.
-Michael