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[quote user="NeilRick"]Is this possible to do with activities tab[/quote]
I forgot to mention the auto-follow-up feature on the activity page, instead of recurring you could use the schedule a follow-up checkbox to initiate the follow-up. Clicking this checkbox will reveal a section allowing you to trigger a specific ...
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[quote user="NeilRick"]Is this possible to do with activities tab[/quote]
I forgot to mention the auto-follow-up feature on the activity page, instead of recurring you could use the schedule a follow-up checkbox to initiate the follow-up. Clicking this checkbox will reveal a section allowing you to trigger a specific ...
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[quote user="MikeB"]
Is it possible to set the default filter on the Documents List screen to "Shared Documents"? If so, how?
[/quote]
@MikeB - I've got good news. The new version of the documents list should be released by tomorrow so keep an eye out on the release notes.
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Hi Karen,
[quote user="kdellaripa"]Anyone have a suggestion where I can get around this issue?[/quote]
There's no getting around this - we mimic exactly what happens in QuickBooks after sync so we can't allow overwrites with RateXQty. What you could do is overwrite the rate with desired Amount/Qty.
If the ...
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[quote user="NeilRick"]Is this possible to do with activities tab or will I have to set up the automation under the email button itself through a long series of actions and date differences?[/quote]
You could use the recurring activity feature when creating a new activitiy. The basis for recurring is quite flexible so you should ...
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[quote user="NeilRick"]I guess I am really just asking if there is a guide or webinar on how things are named/stored when they sync with quickbooks.[/quote]
This is no specific guide or webinar on this topic. What you see in Method as far as table structure/naming is how it would appear in QuickBooks - however you can't see ...
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[quote user="Blake C"]I'm just telling the person to shut down Method Int. Engine BEFORE doing payroll to cut down the chance of these pieces of software tripping up on one another.[/quote]
It sounds like the computer isn't shutting down the program correctly if QB through it was still running. I'm not sure the time ...
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[quote user="jpfiester"]Any help?[/quote]
Hi January,
Let me check a few things from you...
From the Home tab click Email Templates then click select on CRM_ActivityAssignedToUser. Type in the From email you'd like this to come from - notifications@mydomain.com then click save. Next click select on any other ...
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@MikeB - the only way to change the default filterview for that screen would be to make a copy of the screen, and change the default checkbox for the filterview so that it is "Shared".
Before you do that though, I am going to put in a ticket for our team to change this filter to "Shared" instead of "My". ...
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[quote user="MikeB"]Could that be the issue? Do I need to add 5 spaces after every revised sales Rep ID>[/quote]
You could try that but I really don't think that's the issue here. Let me know if adding that did anything.
~C