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Cameron,
That should be the case. Let us know if there's any issues.
- Justin
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Thanks! That answered my question.
Filter was the wrong terminology. MWhat I meant was, my "To Do" Activity Type is set up to show up on the calendar and to cause a reminder. I wanted to make sure that
if I put "To Do" in that action that it would still show up on the calendar and cause a ...
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Do you have an eta on when the Export Grid to Excel action will be added?
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Hi Cameron,
It just populates the dropdown field with what you've specified in the action. If it's not an option in the dropdown, you will get an error when you attempt to Save the Activity. If it is an option in the dropdown, it will get matched up to that entry.
Could you describe some more about how your filtering works?
- Justin
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Hi Robert,
I've created a case for your issue. One of us will reach out next week to take a look with you.
- Justin
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Yes, this is still unresolved. I've tried everything. Let's work on this next Monday, 3/16/2015, please.
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Sorry again - jump to this message please:
Just read this last one, ignore previous messages. I forgot to ask 1 thing:
Besides:
1) One thing I noticed on the esimate grid is that we added in an "e-mail" field into it. However, can't find this field in the new invoice sreen I created. I can only ...
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Gotcha. I changed settings to remember all invoices. I'll check tomorrow after I sync ot make sure all invoices are in there now.
OK - I didn't know you needed to hit save first. Now I got it. Thanks!
One thing I noticed on the esimate grid is that we added in an "e-mail" field into it. However, I ...
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Hi,
When I sync a customer from outlook to Method, method add initials that do not exist to the clients name. Please have this stop.
Thanks,
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Thank you, this was helpful and i was able to achieve my goal. I was just wondering, since it requires I type in the Status rather than choosing from the
list of statuses I have in the system, does it only populate the field with the typed phrase? Or is it converting it to the Status that has been set up if it is an exact match?
Example:
When I ...
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