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Micheal
I copied the screen and took a look at the actions. When naming the action result someone used a period. opportunity.*****
I removed the period on my practice screen and it works fine.
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Hi mlepitt-
Are you taking a look at the CRM_Home Dashboard screen? The Refresh Counts button should have actions to generate these values. It also makes use of current date but there is no looping in that button.
-Michael
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Hi Shelley-
Edit the field and on Step 1 click Advanced Options, change the number of input lines, this should make the box bigger. :)
-Michael
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Hi Andy-
What is the type of the field? Go to Customize > Tables / Fields and click Edit Fields for the table where the field exists. If the type is an integer then you won't be able to enter any decimals. Looking at integer field text boxes it still lets set the decimal but it cannot be used. I will create a ticket to have this changed to ...
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Greetings
New CRM>Estimates>Save and Email. I get the following message: Error^Action Sequence:47. Error with user authentication;Server says: 530 Access denied
John M
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Hi Mark-
I have been able to duplicate this. I will create a ticket for this and update this post once the issue is resolved.
-Michael
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Michael
I have had this issue in method for over 6 months. It saves it, sends the email but it will say 0 sent. I would say out of 20 estimates that i send one of those 20 i will get that message. A few times never got a message. This was method wise.
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I am using the Android os 2.3.4. Using method mobile im getting some strange issues:
1. Cant delete line items from estimates.
2. Estimates>Amt>select line item> make a change and then press the save back or save new button and it wont change the item
3. if your in any of the grids in mobile and you want to filter the grid down and ...
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Michael -
I have done everything I can think of and I have not been successful looping through records. Another scenario I have tried is to make a dashboard view that tells me the sale for today. I noticed later that you have that button/link on the default home page to do exactly that, but it has no actions atrributed to it ...
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Hi Method Team,
I have what I hope is an easy question. I have a custom field for our sales reps to enter comments on one of our customer screens. Our sales team has complained that it is hard to read --- the text spills over and sentences are cut off --- if we could make this field a large square, rather than a rectangle, it would be ...