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Hi Ty,
I don't see an option to add a new contact from either the View Cusotmer or View Contact screen. There is a link to the New Contact screen from the Contact List, but shouldn't auto populate the customer info since the screen wouldn't know which customer info to autofill.
Can you give me some more information on where you are ...
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Hi,
As Cases app is definitely in the pipline. Unfortunately I don't have an ETA.
- Adam
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Mahlon,
There is a ticket in for this feature. When it gets added to Method:New I'll update this post again.
- Adam
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Hi Mahlon,
I was able to reproduce this. It doesn't appear as though there's a refresh action after an activity edit. At least judging by what I found. I'll create a ticket for the team.
- Adam
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Mahlon,
Sorry for the late reply. I believe this has been fixed since your post. Please let me know if this is still happening.
- Adam
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I accidentally put two leads in with the same name except one version has services on the end. I don't want to delete the lead without the services because there are notes and activities associated with both. If I delete one of them all my activities and notes will be deleted. What is the easiest way I can do this? My ...
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When I use the Email button on an estimate it sends an email without the estimate. The email only has a signature. Also the button doesn't give any oportunity for a message or customization.
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Trying to find a way to use recurring transactions. Quickbooks Online....Especially important for unscheduled estimates.
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The insert record into table action loses the "value from loop" values when when you come back into the action to edit something.
To correct this, I need to Open the Loop through grid action then come back into the insert record into table action an update the values.
This can be a bit of a pain when you have a ...
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Hello Mahlon,
I tried the above mentioned steps and it seems like Click Event is not working, I will create a ticket for this and will update the post once the issue is fixed.
Regards
Inder