-
Tom-
I don't think it was anything you did wrong. If this does happen again, let me know and I can quickly go in and fix it again. (You will have to re-enable MethodSupport if your account is going to be reset).
-Michael
-
mlepitt-
Spell check is a Method function ( If you are clicking the ABC with a check mark in the text editor). For me it seems that I can't click Add to dictionary since it is greyed out.
I will look into this further and get back to you.
-Michael
-
Tom-
It should work now! I imported the sample data that you posted on the forums. What I did was regenerate the table by editing it and clicking Finished Editing fields.
-Michael
-
Fred-
You would have to do some customization but you could use something like the List Builder (Campaigns > List Builder) and modify it to build a list based on the renewal date.
With the list builder you can send out an email and for each email sent out create an activity for the customer to make note that an email was sent (we actually use ...
-
Tom-
Can you enable MethodSupport under Customize > Users and I will login and take a look and try to import that data.
-Michael
-
John-
Do you know if you checked the box for app specific for the Work Order activity type? This can be changed by clicking ... on the Type drop down. If it is checked uncheck it.
-Michael
-
John-
What do you mean exactly? What screen are you looking at? The activities list screen or the new/edit activity screen?
-Michael
-
bbullins-
[quote user="bbullins"]1) I would like to be able to add a few fields to
the new lead screen. For example I would want to add a new field called Product
and it would be a dropdown with a list of manufacturers to select from.
The next box would be product with a dropdown showing product types and the
last just a blank ...
-
Tom-
It should work for 1000 records.
To import using clipboard for option 1 of import/exporting select Import into a table from the clipboard.
-Michael
-
pdirect-
What is the status of the Activities that are on or before today (In particular the Status Type which can be found by editing your activities statuses)?.
There is a filter to only show activites that have an activity status type of pending.
-Michael