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Just for anyone else reading this, Clearview and I discussed this over the phone.

To anyone else reading this, Clearview and I discussed this over the phone.

Thanks for the reply Fran, I'm able to do what you are saying, that's not my issue.  What I need is for it to loop thru the Grid and capture line1, line2, line3, etc. and keep that in an action result so I can put it into an email body. Currently what I get is just line3 or the last line it reads whatever line that is. Here's ...

To anyone else reading this, Clearview and I discussed this over the phone.

Hi Jeffrey, I think its important to separate what a 'Contact" is from a Customer or Lead.  Are they new or potential customers or simply the additional contact info for already existing customers or leads? I'd recommend going through our Help Center and specifically our Leads section, to get a better understanding of the ...

Ronen, I am also in need of this feature. I would like the option to have my Field Services Calendar set up to default to showing the schedule for my service crews as oposed to my calendar.  Thanks, Steve

Hi Linsday This is one of the primary features of AERO.  It's a method add-on and can be downloaded from Method's app store. http://method.me/crm-quickbooks/add-ons-app.aspx?app=AERO+Workflow+Management+for+QB+Desktop

Krp, It wasn't just you -- unfortunately we dealt with some server issues on and off throughout the week this week. Things look stable for now, though.

I don’t know exactly how is that going to work, but you can get a time tracker which I am also using.

Good Day from Rochester NY! I m working on importing my contact list as I am a new user.  I have a question about the note field associated with a single contact.  I have about 9,000 contacts, and each one have several notes.  When I setup the import, do I import a single contact with several notes or do I import several contacts ...