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Erol's video indicates that you can go to the sent emails inside Gmail and save the activity to the person you sent it to. The video indicates that the google gadget defaults to the contact you sent it to. This is not my experience I have to search for the person I sent it to then save the activity. Am I doing somehting ...
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I noticed that 2 PDF files I have in the Documents section of our universe do not launch b(blank screen) because their names have a minus sign "-" in them. Is this a known issue? Any other characters not allowed? Did something change? Becuase I don't remember this being an issue a couple of months ago.
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thank you audisho,
I should mention that when I imported the data it did not pass validation with the data that was in the recurrenceinto field so I cleared it. I will try and recapitulate that and send you the error it gave me. I believe it said something to the effect that there was a line that wasn't valid.
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The following updates are now live for users of Method:Classic.
Fix - CreditMemoLine RecordID's changing on sync (Ticket AS-729)
Fix - Method custom field data on CreditMemoLine cleared on sync (Ticket AS-774)
Fix - VendorCreditLineItem custom data fields cleared on sync (Ticket AS-660)
Fix - Removing all line items from a ...
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Hi scottaskinosie,
Export your activity table and locate a series record. Scroll to the RecurrenceInfo field and let me know if this series record contains any data in this field.
-Audisho
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Now that Intuit has released the Echecks API for QB Online - what are Method's plans to integrate add this as a Pyament Gateway option.? Currently there isn't a good ACH option for payments process in an Method account.
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I have several leads that were put into M:N with a web to lead form for testing purposes. I tried deleting the entity and it orphaned the contact. When I try to delete the contact I get this message.
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actually I lied, when I click on a series I get this prompt:
The basis this service was created from is not available on this page.
Have the administrator edit this page and edit the Recurring-Object to allow for the basis.
Appointments already created will not be affected unless Insert Recurring Dates is clicked and 'Delete existing ...
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Hey again Audisho,
I finally have all of our activities moved over and the button for linking series worked, thank you so much for your help!!!
But now the activities, although they have the customer entity linked to them, do not have the contact information. Is there an easy way to insert customer contact into each activity?
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Hi Marco,
The steps that you listed for regenerating the table are correct. This isn’t something that I can troubleshoot effectively through the forums, as it requires me to be able to see and replicate the issue. Would you like me to create a case and have a member of our support team reach out to investigate?
-Audisho
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