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MisterBill-
You can email the screenshot directly to me using the email listed in my signature.
-Michael
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MisterBill-
This forum post HERE may help out further.
-Michael
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Aaron-
I would need the error message to be able to better troubleshoot this issue.
As far different payment types you will just need to add multiple payment gateways under Customize > My Account > Payment Gateways.
If you wanted it to show Visa, Mastercard and AmEx, you would create 3 payment gates with the Payment Gateway Name ...
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MisterBill-
This involves customizing the Send Email action on the button thats does the emailing to include an attachment. When you generate a report(Invoice/estimate/etc..) you can assign it to an Action Result and that action result and be used in the Send Email action for attachments.
I would suggest being careful though you want to make ...
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Misterbill-
[quote user="MisterBill"]but so how do i get it under payment type to show Visa, master, discover, amex currently mine in the drop down just says credit card because i believe it only gives you room to add one set of verbiage when you set it up in the gateway area?[/quote]
You would have to add each as a seperate gateway ...
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Aaron-
What exactly is the error message that they are getting?
The payment types are populated from what you have setup under Customize > My Account > Payment Gateways
-Michael
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Nicole-
Something like this could be done using Portals.
You could create a customized Portal for surveys and send out that portal link to your customers and have them fill out that survey. That survey info would all be stored in a table which means you can then manipulate it as needed.
-Michael
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John-
This is something that could be done through customization. I'm assuming you are doing the invoicing through field services, you could put some kind of condition in the create invoices screen that if it is a job use the parent for invoicing therefore putting all the sub jobs on the invoice for the parent.
I will add this to our ...
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Hi Abbie-
This is happening because you are not assigned any tab groups that have access to Design Reports.
In Method go to Customize > Tab groups it will list all the tab groups that currently exist you should see a checkbox for design reports. Make sure that atleast one of the tab groups you are assigned to has this checked.
To assign Tab ...
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viret56-
[quote user="viret56"]Editing is allowed in the grid ('Editing takes place directly in the grid' is selected). The caption for the edit link is 'Edit...'. However, I see not 'Edit...' on the grid. I can edit directly in the fields. Apparently, javascript is capturing clicks and ...