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Contact List needs to segregate customers & Vendors!
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What should be a 1 page document turns into 3 pages. 1st page has no items on it and a 3rd page has no items on it. 2nd page in what printed is complete.
I have the PDF file but have not seen a way to attach to a post.
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Shared results don't seem to like an "underscore" in the result name.
Was trying to use a shared result called sresultActivityFromDate_fld. I got an error message.
Changed the name to sresultActivityFromDatefld. That worked
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I have a situation where I'm using the action Assigned Value to Shared Result. I was sharing three values.
A little later I opened the action to add the fourth value. It changed the value on the line just above it See screen shots
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On the home screen -> Welcome - Recently posted QB Transactions I am getting: "Error Generating Grid. The Grid was unable to build one or more filters, please edit the screen and verify each grid filter. If you cannot modify this screen, contact your administrator. ..." On other grids like Customer List I am getting ...
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Hello Matt,
This issue is now fixed after the release of new updates for Method:New.
-Inder
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Hello Mahlon,
This issue is now fixed after the release of new updates for Method:New.
-Inder
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Hello Matt,
This issue is now fixed with our new updates for Method:New.
-Inder
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Activities Emails outgoing & incoming
Find the record but don't see how to get to the Email itself or even tesxt content???
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Hi Grif,
It appears that you may have set a different email template to be used when sending an estimate notification. Unfortunately, at this time I don’t see an option to change this in Method:New, so you will need to login to your account in classic in order to fix this. Once you are logged in, navigate to a transaction screen (e.g. ...