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Is there a way to have the company name show up on the subject line when I create/save an activity that is then emailed to one of our salespeople?  Currently it just has [Unknown Company] You have been assigned a Follow-Up Activity #101.  It would make it much easier for the receiver to see the company name, especially since it does not show up in the body of the email either.  Thanks!

Hello Laurie,

    It looks like your company name is not defined in QuickBooks.  Method has no control over the company name of the actual company being managed by QuickBooks.  Are you on QuickBooks Online or QuickBooks desktop? I can see if I can find the setting for the company name in QuickBooks so you can see what you have it setup as.  If you go to CRM -> Home -> Email Templates and look for the CRM_Follow-upActivityforUser template, you will see the subject line is: [Company.CompanyName] You have been assigned a Follow-up Activity # Activity.RecordID . Company.CompanyName comes from your QuickBooks file and is set there accordingly.

Greg