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Hey,
Following THIS Help Center article it explains how to delete multiple records while looping through a grid. This article is geared toward deleting customers but following the same steps you can complete the process for Activities not equal to Completed.
In your case on step 4: choose the Activities table. On ...
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Hey Matlow99,
The logic would be:
if Payment = APPROVED then Pop-up Message: "payment processed" then Redirect to home screen /end.
First we need to find which Action Result stores the value if the payment was approved or declined. These actions all sit within the Process Payment button object. Within the Process Payment button ...
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I created a loop that includes activities within a date range but now I am not sure how to use that loop to only delete the activities within it:(
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The intermittent issue seems to be resolved. We'll continue to monitor throughout the day.
Carmina
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We are experiencing intermittent issues with reporting. We're on it and will get back shortly with an update.
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Is there a way to retrieve and view the total amount invoiced to date, per job/customer, on the customer grid?
Please provide the steps to customize this, if it is possible.
Thank you.
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We have recently had some personel changes and due to training time for our new sales rep we have many activities that have not been completed that we would like to either mark as completed or simply delete from CRM. We have about 300 in total. Is there an easy way to make a button to either of these things?
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Hey Matt,
There is no ETA in place for when it will be available. But I have brought it up with our development team, as soon as I receive an update from them I'll post it on this thread here.
- Mortaza
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method,
I have just noticed that my customized, contacts portal payment screen does not have a pop up notification that indicates to the customer that the payment has been processed and approved. this lack of a notifying pop up causes customers to submit the payment multiple times.
can you direct me to the process of ...
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Any idea when the Find Character action will be available? It's difficult to use the substring action without knowing the index of secific text.