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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
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Hey James,
We have received no other reported incidents, I'll continue monitoring.
- Mortaza
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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
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EDIT: figured it out - If Not(String.IsNullOrEmpty(item))
Hello! I am still improving this report with customized summaries and after I followed Matt's instructions, it works great. Until the input is empty - the picked dates generate no data and the report should be empty.Then I get an error message, because I ...
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Hello,
Is it possible to generate two different reports and store them in the same action result in a way that it can be passed to the "Attachment Location" option of the "Send Email" action? For example, if I wanted to dynamically build two different estimates for a customer and then attach both of them to the same ...
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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
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Is there any way to attach multiple files (such as estimates) to a single email using a method similar to this?
--Aaron
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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
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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