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I am trying to create a situation where when I client's email addresses changes, I recieve a notification via email. I verified our email server address with our outside IT company.  When I test this function I receive the following error: Error^Action Sequence:1. Error with connecting server;socket timeout to connect ...

Hey Ben, what do you mean by "replacing the merge field for Users.EmailSignature." ? Do I type in Users.EmailSignature at the end of the email template or something else? because Users.EmailSignature is not working.  thanks.

Hey, If you contact your business consultant, they will e able to get you all of the information. If you do not know who that is, give me a call at  1 888 925 6238   ext 716 I will get you to the correct person.

Hi, Would it be possible for you to email me your account, the screen name and the process you use to get to the error? I can have a quick look for you. Also, did you make any changes to a related table by chance? Remove a field from a table that might be used in the action that is failing? Adam

 Sorry Matt, My last response got submitted while WIP anyway... I would just put the html in there without encoding the tags e.g.<strong>Something bold.</strong> would show up as Something bold Dave

When you're editing your template click the HTML button on the form toolbar, then insert your link using the <img> tag where you want to place it. I just tested it and it's working correctly in the received email. - Ashur

Hi Jason, Actually, some of what you are looking for can be automated. When a sales rep creates a sales order, you can put actions on the save button that also creates an activity for the Accountant and even email them the activity notification. Then, when an invoice is paid, you can also create another activity for Shipping to box the item, and ...

I've just tried that, and it doesn't seem to be working. Here's a code snippet that I've got (with correct variables and all), it's Java syntax, but not tough to follow:     private static final String[ METHOD_TABLE_A_FIELDS_TO_WRITE = {"Company", "Email", "NameFirst", ...

Which screen and table- I used the customer table- Those fields were listed. So I naturally thought something might appear. I switched to contacts table and now see the information. Thanks. When I say multiple accounts: Let's say our client is Joe's World Wide Widget Company They have 10 properties, 5 of which where Joe is the billing ...

Argh. Was hoping I could get access to the name of the report when generating it on the fly. I created a screen for my salsemen to email selected records very similar to Google Docs' email attachment function. Easier/faster than having to print/save attachment, then drop in a new gmail message in another browser tab. I don't want my ...