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I am trying to use custom screens to generate a report.  When i go to click the drop down in this function to select the report to use the list is blank, nothing to select.  This should be basic but i have been doing everything i can think of to get the list to populate so i can select the report in this function.  I have even gone ...

Hi Justin, I appreciate the help, but it seems that something significant happened since the new login change occurred. Not sure if it is related, but I had tested these screens and they were working before the change, now they aren't. Did your staff make a change that would have impacted my custom screens? I switched it back to the ...

Is this not possible? I do not see API calls or anything hinting at invoice creation in the API documentation. I'm thinking that either it's not possible or it's done using the basic write to field calls but confirmation would be great.

Justin,   I did confirme that. yesterday..she is sitting at same computer all day - no other devices log-in.   She is using Mozilla as a browser. - Beth

Hi Jonathan, 1. This really depends on how you want the "notification" to exist. If you just want to send an email to finance@yourdomain.net, then you could use the Send Email action to send an email to that address notifying of a new lead with an order. You could also create a user (one that can't sign in, since you don't ...

Is there a way for me to delete multiple cancelled activities?  I had put a meeting on the google calendar for three of my users, and set it to repeat annually for each of them, but in error did not select an end date.  When I realized there were approximately 660 meetings set up for each of these users, I went into google and deleted ...

Hi Kevin, You'll want to customize the screen you'd like to print the report from, then add a button to the screen. Clicking Edit on the button object should result in its Properties popping up. Click Next to navigate to Step 2 of the Properties and you should be able to select the Generate Report action from the ...

Hello everyone, This issue should be resolved. Please see here for further details and additional troubleshooting tips. If you are still having issues, please give our support line a call at 1.888.925.6238 x2. Thanks again for your patience in dealing with this issue. I hope this helps. -Audisho

Last night we deployed another release that we believe fixes the issues for Google Gadget and calendar sync. Thus far we haven’t seen any additional errors come through. However, if you are still experiencing issues, please follow the steps below to reconnect your Google ID. Sign into signin.method.me with your email address and ...

Hi Marco, Take a look at the Go To Tablink action on whichever action set your referencing (Select..., for example). You'll want to make sure that the tablink referenced here is valid and has a screen associated with it under Customize > Tabs. Hope this helps. - Justin