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I did a customization session and the rep didn't quite understand what I was trying to do. Under the estimate we added a terms and conditions. When I click on print preview I can see the estimate along with the terms and conditions beneath it. However the customer can't see the terms and conditions. I don't need ...
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Hello Matt,
I suggest you to try clear the cache and sign out and sign back in again. If the problem persist turn on method support I can have a look into this. You can also give a call on our support line 1-888-925-6238 option 2 for support.
-Inder
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Hi InstaDRY,
For the button you have created, try using the Export Grid to Excel action.
This action will generate an excel spreadsheet that mirrors the Work Order list grid in its current state. You can then save it as a CSV.
You can define which columns appear in the grid by clicking on the 'Customize Columns' cog wheel ...
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Hello MTN PATH,
What kind of notification they are getting twice? Is it for all screens ot is it happeniing on a particular screen? Can you provide more detail on it.
-Inder
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Hello InstaDRY,
In order to achieve this, you have to do a bit of customization. Firstly copy your New Activity screen then you can start customizing the screen. In the stock screen the From and From name field is updated by the value of Current User logged in. You have to change it to the value whom you are assigning this activity (any ...
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My apologies for the communication issue, but I cannot get the elements of the work order into the csv. I'm trying to get that completed into a report within a selected group.
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Inder,
Related to this... there is an option to add an "OR" clause to the advanced filter, but not and "AND" clause. If there was an "AND" you could filter a date After XYZ AND Before ABC.
Not to mention there are sure to be other case where an AND would be necessary.
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Mahlon,
Is that happening for all screens? I have seen error messages when closing the design for specific screens, but that usually relates to some error on that screen. If it is happening on all screens, then it is something different than what I have seen.
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Whenever email notifications are sent to users the are being sent twice. Any ideas why?
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Hi Mahlon & Matt,
This is definitely something that could be improved. I will log the suggestion now.
Thanks for your input!
Noel