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Is there an event that would trigger an action set without a user being logged in? For example at 6:00 am each day an action set would process and send email regarding a users activities for the day.
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I am selected under the login stephen. That is the only user.
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Thanks for the update Steve. The developers have reproduced the problem and are looking into it. We'll keep you posted.
Cheers,
Wayne
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Hi - posting this on behalf of pdirect. Thanks.
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I realized it shows all of the customers to each person. But if a rep is only assigned certain customers, is there a way to only show those customers?
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Wayne:
I am using Internet Explorer 8, as that is the only browser installed on my system. I do have a co-worker with Google Chrome, so I'll give that a try. However, I'm suspecting several of my clients and customers are using IE, so I'll be interested to see if we can get this to work on IE.
Thanks,
Steve
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Denis,
Thanks for checking in. All fixed here thanks to Mark!
Heather
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Mark
Thanks for the help. It worked perfectly. It's always nice when it's something simple.
Heather
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Thank-you for the more in-depth update. I operate a transportation brokerage. So I do need the address level accuracy when a load is finally booked. When a customer contacts us for a quote (eventually and online input form that sends them a quote), I just need to be able to put in a zip code to zip code location (or city ...
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Hi William,
Kindly go to customize -> Tab Groups / Roles -> click on "Edit..." for the Admin role, and confirm on the first step that you (the admin user) are selected.
Regards,
Denis
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I have hundreds of open POs. When I am entering a bill and go to select from the list of open P.O.s there are only 17, most fromt he month of November 2010. How do I access the others?
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