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Two questions: I wanted to post that on the Time Tracking Screen…on the Employee Center….It seems like ”Name” is not employee name but EntityRef. This makes the dropdown for this list on the screen show all account names, employees,etc. I was able to go to ...
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Social networking is an imperative and extremely powerful tool in today’s business. December’s issue of Baseline Magazine ranked “Social Networking” #6 for “Top 10 Trends in IT for 2009”. I wasn’t surprised to see that “Software as a Service (SaaS)” came in at #1. If you ...
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Good to hear. It was nothing from your end. The actions used to get the correct RecordID of the invoice were a bit off. Instead of passing the Transaction.TransactionRecordID to the invoice, it was passing the Transaction.RecordID - wrong field. So it was our design mistake with your version.
Glad to hear that ...
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Working great now Paul what was wrong ?
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Kieran - thanks for your email. You should be good to go now.
If you are signed in, try signing out and trying again.
Paul
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Hey Kieran - let me see if I can help out, so that we can get you going over the weekend.
If you want to send that info today, just email it to method at methodintegration dot com and I'll have a look.
In terms of speed, I highly recommend you download FireFox and use that instead of Internet Explorer. FireFox is free ...
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Hi no customizing on this screen all left as default. It is in the recent transactions screen. The print preview on all recent transactions opens a new window using the simple invoice report all the values for the report are in it but there is no customer information. Beside that there is a tab called unpaid invoices and there is a print ...
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Sounds like you’ve been customizing! Did you customize the original screen or are you using one that you’ve copied first? I’ve tested this on our end and it seems to be working. Can you give us some more info on what screens or reports you’ve changed and the steps you took?
We'll get to the bottom of this.
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Just checked it out there and although it does bring up a pdf invoice with my logo and address but everything else in the invoice is blank.
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We looked into this and made a minor tweak. You should now be able to use the Print Preview link for invoices on the customer portal.
Thank you!