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Mortaza,
Thank you for that instruction. I was able to set the conditional statement and show a message. Now however I have an error showing "Invalid email address format for from email address"
I can't seem to find where in my settings I have the email address that notifications are sent from. How do I check ...
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Hey Method!
We have been experiencing issues with the Report Designer over the last couple of days. Will this issue be fixed any time soon? Also I heard that you guys were transferring your servers. Will this decrease the time it takes to load a screen?
Thanks!
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Also since you want it to be within a specific date range, make sure you add that to the filter as per step 10.
The fields will be: DueDateStart and DueDateEnd which is the Due On & Due Ending as listed on New Activity screen.
- Mortaza
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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?