Search results by user ID 5550

Re: Dollar Symbol

hycari — Wed, 21 Mar 2012 19:53:07 GMT

Hello!

Any news on this issue? Is there a way to work around this, get a $ to display?

Thanks!

Portals, can you see who's registered, check user activity, etc

hycari — Mon, 19 Mar 2012 16:37:44 GMT

Hello!

Is there any way to see if my customers have registered to use the portal? Can I see user activity?

Thanks!

Re: Adding fields to screens

hycari — Thu, 15 Mar 2012 16:48:43 GMT

Hey Val,

I've tried to call you directly, but it doesn't put me to your voicemail, it instead gives me a different message. I've emailed you. We would like to get this displayed on screen through consulting.

Thanks!

Re: Emails showing methodintegration in from field

hycari — Thu, 15 Mar 2012 14:17:05 GMT

Hi!

Is there a way for me to change the portal on my end? We'd like the methodintegration hidden or removed from the email.

Thanks!

Re: Emails showing methodintegration in from field

hycari — Wed, 14 Mar 2012 19:32:57 GMT

Hi!

Yeah, I'm sure the email settings are correct. No, I didn't get the verification email, not sure where it's actually sending it.

For mail server, I control it, so it's not a setting on it.

Thanks!

Re: IE9, Full Syncing, Changes Only Syncing Issues

hycari — Wed, 14 Mar 2012 18:52:55 GMT

Val,

The syncing issue with IE9 is one piece. What about the changes only syncing not getting the account balance within the chart of accounts?

Thanks!

Re: Adding fields to screens

hycari — Wed, 14 Mar 2012 16:55:40 GMT

Hey Val,

That would be fine, and as discussed in the email I sent you this morning with the screenshot, we'd be happy to pay to get this action added if you have time.

Although we know the customer/contact, there will be many customers/contacts using the portal. Does that change things?

Thanks!

Re: IE9, Full Syncing, Changes Only Syncing Issues

hycari — Wed, 14 Mar 2012 15:21:23 GMT

Hey Paul!

I've sent you an email with my phone number, I've got a perfect case of the issue between account balances and how method isn't picking up the change through a changes only sync. All we need to do is a gotomeeting, and I can easily show you exactly what it's doing (or in this case, not doing).

Thanks!

Re: IE9, Full Syncing, Changes Only Syncing Issues

hycari — Wed, 14 Mar 2012 15:16:26 GMT

Hi!

For Issue #4, for further testing, at 10:50AM EST, I set it to sync at 11:00AM EST. It's 11:15AM EST and it still hasn't shown that the last full sync was performed today. Due to little data, my full syncs are only taking about 30 seconds to run.

Thanks!

Contacts, using the Go to: link on a customer

hycari — Wed, 14 Mar 2012 15:08:54 GMT

Hello!

For some reason, my go to link on the customers page is broken. Valbon Shaboni looked into it, and said that it should work, everything was there, but it isn't working. The only thing I've done is rename the customers tab to students. It's possible I broke something, but I'm unsure as to how I broke it.

Thanks!