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[quote user="AutumnW"]Is there a way to improve my actions to decrease the amount of time it takes.[/quote]
The tip above from mlongcare is great - putting the Refresh Gird action outside that loop will be a big speed improvement.
From our side the message wasn't that the process will be stopped but that it will be monitored ...
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[quote user="MLDV"]I am having the same exact issue[/quote]
To fix this issue you'll need to close the Add/Edit Contacts page and load it again. This popup should say, Add / Edit Contacts For (your parent contact's name) - if you don't see your parent contacts name at the end then you'll need to close and re-open ...
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I've got an older post that explains linking with an example that's quite good.
Since there is no link to the Vendor table from Invoices by default, you'll need to create a link first. Once you create that link then you can access the rest of the fields in the Vendor table. Remember the initial link needs to be a unique ...
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I have to correct my post above, there's no need to do a merge. Create a new email template and put your HTML into the template then call a Retrieve Value From Table to get the email template. This way you adjust your templates without having to edit your actions.
~C
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[quote user="thesolarguys"]Any suggestions?[/quote]
Yes! Best practice is to not hardcode the email and use an email template located at Home > Email Templates. You can review some of our templates there just make sure you make a duplicate of the email under the more actions button before saving any changes. You can ...
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[quote user="crosewood"]the default template is not going to work for us.[/quote]
You can modify the default template when on the Estimates page. Under the More actions... button click Customize Print Templates and there's a link here to Customize Templates with the Report Designer... This will ...
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[quote user="John M"]My last issue i need a punch list.[/quote]
I think a Grid with a checkbox would be something to look at for this. You could build an action so that when one item is checked you open a section tab relevant to that item. Click the box beside permits and your permit details tab opens. Here's my ...
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[quote user="John M"]right now, if you check the op out of invoices, method will not send a estimate by email.[/quote]
I will suggest this to the team but I do have a work around if you customize the QuickBooks_Estimate, CRM_Contacts and Contacts table a little.
Add a field to the Contacts table ...
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[quote user="viret56"]Does the field have to equal one of the values in the selection list?[/quote]
This is an exact match selection list, so if your list contained the phrase "Method" and your field was "Method CRM" it would not find a match.
~C
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[quote user="viret56"]Can a grid field be filtered on containing one of several values (using a selection list or some other technique)?[/quote]
Definitely! On step 3 of 9 while editing a Grid, insert a filter and you'll get the option to filter by: Build selection list. You can either type the list in directly or ...