Method Community

Hey Callum, Both the Report and Graph are filtered by the same date? Can you send me screenshots both the Report and Graph either to my email address or PM me here. To automate the update look into the Refresh Counts object on the Dashboard - you will need to create an Action Set similar. - Mortaza

Hey Aaron, As per our last thread - why not add it as a second attachment to the Send Email action? Give that a try and see if it will work in your case. If not we can further troubleshoot. - Mortaza

Hey Aaron, You definitely can, in the Send Email action you can click the plus sign beside the Attachment Location field to add more attachments. It's hard to see here is a screenshot: - Mortaza

Hey Aaron, I have seen this before and it will be a lot easier to troubleshoot via screen share with one of our Support members. Please call us at our Support line 1-888-925-6238 option 2 and we can look into the issue together. - Mortaza

Hey James, We have received no other reported incidents, I'll continue monitoring. - Mortaza

Hey, You need to click on Show for section: 'Add /Edit Activity' and leave the other sections hidden. For the custom section you created you will also need to make sure it's not hidden. - Mortaza

Hey Aaron, Please reference THIS thread. I believe this should be the same process for Merged Fields in Character Functions. If not let me know and we can take a further look. - Mortaza

Hey Fran, I was able to replicate this issue. I don't believe that is the correct work-flow, I have created a ticket for our development team to take a look. I'll keep you posted in this thread. - Mortaza

Hey Aaron, Unfortunately there is no to automate this process from an Action Set. It would require some manually re-uploading. - Mortaza

Hey Bob, That information sits on a Table called 'outingConflicts' and the field you will be working with is 'BlnResolved.' Setup an Action that Retrieves Value from Table where BlnResolved = FALSE. Make sure for 'If multiple results:' you Retrieve Count. - Mortaza