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Hello etm, I have few question regarding this, why you want to add multiple contacts / customers to an activity? Is there any specific need that you are trying to achieve.? If you can give me little bit more detail that would be really helpful. -Inder

Hello MikeB, Here's my answer. You mentioned that in your Tab section "Subaccounts" email field is pulled from Customer Table , but if you look closely at the SQL script it is fetching values from Contacts table (eg :Contact.email), that is the only reason it is not populating any data in your grid. Instead ...

Hello Roy, Here's my answer. Checking "To be Printed" option for the sales order flags the record in QuickBooks as “to be printed”, which will allows you to group and print them from QuickBooks at a later time. So make sure if you want to print all sales order in one shot, all the sales orders have ...

Hello SoIP, I am glad that your issue is resolved. But I am also providing you the link for our helpcenter article on Setting up Users. We also have alot of amazing articles and video tutorials in our Helpcenter for your future refernece. I hope this helps. -Inder

Hello Jim, I tried your steps in my account, exactly the same way as you stated in the above post and report is showing up in in Custom Report List. I am not sure why exactly it is not showing up in your account. I would suggest to call on our support line 1-888-925-6238 option 2 for support so that we can look into that and assist you with the ...

Hello Jim, Can you provide a bit more information about which Activity Report is your Customer Report based on? I tried to reproduce the same thing on my account and it is working fine. This is what I did, - Firstly, I open the Activity report in Report designer in this case it is "CRM_Activities_ByAssignnedTo.". - Then ...

I am glad that it is working for you now. -Inder

Hello Blake, We have removed the openID association with the Google email address you listed. Please have the user attempt to sign in with their Google account again. They will be asked to login to Method using the company account, username/email & password to re-establish the link. After they do this, they should be able to return back ...

Hello Blake, I am sorry to hear that you are having issues with attaching documents with Send Email action. I want to let you know that we are aware of the issue and our development team is actively working on it to resolve it asap. I will reply on the post once it is resolved. Once again I apologize for the inconvenience. -Inder

Hello Marcelo11756, I am sorry to hear that your google calendar stop syncing. I want to let you know that we are aware of this issue, where automatic sync is not working which is causing your google calendar not to sync. Our team is actively working on it to resolve the issue asap. In the meantime, you can still ...