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OK, I got it to work as described in the thread you referenced. However, It will only allow one file to be uploaded as an attachment. Is there a way to add more than one? This is important when emaileding out multiple estimates to customers. --Aaron

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

Hey Joe, You will not be able to transfer that custom field into Google Calendar sync, you can add an Action to transfer whatever that is in the custom location Field into the Activity Comments which do show up in a Google Calendar sync. If you have location data in the Google Calendar event (the 'Where' field in the Calendar Event) it ...

Hey Aaron, Great question, I'm going to look into this one and follow up with what I find. - Mortaza

Hey Aaron, Please take a look at THIS thread and follow up with any further questions on this thread. - Mortaza

Hey Alex, Dropdowns are sorted alphanumerically and unfortunately, you cannot specify otherwise. Depending on how you setup the filter you can try using the Build selection list option. - Mortaza

I have run into this a few times now. I am trying to delete a custom screen and I am getting an error that says I can't because it is referenced in an action on one of the stock screens. Obviously the only way this is possible is if I replaced the links when copying the stock screen in the first place (which I didn't do). However, I tried ...

I'm curious if there is a service issue today.  My screens are very sluggish regardless of the browser I choose.  Is anyone else experiencing this? Regards, James