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This question came in via phone...
[quote]How can I print the Activity grid?[/quote]
Click Customize > Screens and find the screen CRM_ActivitiesList.
Rollover this screen and click the Copy button.
On Step 1, keep This Account selected and click Next.
On Step 2, keep the screen name as is and click Next.
On Step 3, select the ...
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[quote user="JKM@SA"]That worked great.[/quote]
There's an easier way to change this for future reference, on the dashboard for Field Service Center, under settings, click Customize Templates - here you can adjust which report is called on the Default Work Order Template (Print).
[quote user="JKM@SA"]I want to omit the ...
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[quote user="AutumnW"]I am experiencing this error message in a QBO account.[/quote]
I was able to recreate this error on my own account and I'll update this thread with more details as I get them.
[quote user="AutumnW"]Also, just a comment on Document Managment in general - there is a lot of linking around to other ...
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[quote user="Blake C"]Is this possible?[/quote]
Yes. Under the action list, screen section, there's one called Go To Field.
~C
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[quote user="mrjonboy"]Would someone be able to take a look at this web form to see if there are any glaringly obvious code issues?[/quote]
Just to be clear on what you need to do for us to review this issue. On the last step of the web form where we generate the HTML, please copy and paste the HTML code into a blank HTML page and ...
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[quote user="mrjonboy"]Would someone be able to take a look at this web form to see if there are any glaringly obvious code issues?[/quote]
The best way to test your form is to take the raw HTML from the last step of the web form tool and upload that to your web server (without any formatting). You want to test the HTML code we ...
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[quote user="andrea"]I have 17,000 items to resolve.[/quote]
I
just wanted to follow up and see if you had any luck resolving those
conflicts? If you require further support please contact us directly.
~C
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[quote user="MikeB"]I guess the best option is to export to Excel, then, and convert to a PDF from there?[/quote]
It depends. It sounds like that might be a better option if you have something which changes in size. The report designer can be hard to format the print settings - other than changing the size of the detail ...
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[quote user="John M"]The above issue did get fixed....but now its back again.[/quote]
I was able to recreate this issue - I'll respond back to this thread when I have more information from our team.
~C
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[quote user="danalebow1301"]Is there a way to search for a particular invoice without having to scroll through hundreds of invoices? [/quote]
Very easy to do this - on the invoices screen, under the Existing Invoices tab section, there's a box to type in above each column for Invoice #, Date and Customer:Job. Type into one (or ...
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