Search
You searched for the word(s): '
-
Hi MikeB,
Minimum length is 6 characters, maximum is 10
Numbers are not required
Special characters are allowed but not required
Hope this helps.
- Justin
-
Hi davewalter,
You can do this but you would have to create a calculated field, using an expression like:
Iif(Activity.IsChangeOrder == 1,1,0)
This will return 1 if IsChangeOrder = Yes, and 0 if not. You can then use a Summary function to total up the 1's and 0's, resulting in a +1 for every Change Order.
Hope this helps.
- Justin
-
The majority of our new business comes from Realtors. We've set up a Realtor Campaign and want to track how many Opportunities each Realtor gives us. I see we can add Contacts to a Campaign, but how would we associate individual Opportunities to a Realtor set up as a Contact under the Realtor Campaign?
-
Hi Mahlon,
I've confirmed this is working on Android & iPhone. It may be blocked by a pop-up blocker, so check there and see if that's what's causing the issue.
- Justin
-
I have not been able to get Method reports to run on a mobile browser. Am I missing something or is that not possible?
Will it ever be possible to print from Method NEW on a mobile device? I have a situation where printing a workorder would be helpful for the workflow.
-
Hi Mahlon,
I've opened a ticket with our development team for this, I'll keep you posted via this forum thread.
- Justin
-
Hi Mahlon,
I've opened a ticket with our development team for this issue. I'll keep you posted via this forum thread.
- Justin
-
February 3, 2014
Contacts
Fixed issue with Auto set name when creating a new contact.
Fixed issue with loading contact information in the Contact portal home screen.
-
Thank you Justin! That is the info I needed,. I appreciate it.
-
Hi Melissa,
The main difference between the two versions is that with the basic CRM you cannot create any custom tables or install any of the additional apps found under Customize > My Account. You can still customize screens that already exist, create new screens based off pre-existing tables and configure the fields for those ...
|
|
|