Search results by user ID 5767

Re: Default Activity Status Not Working

jwarren — Mon, 21 Oct 2013 15:39:08 GMT

Support,

Any updates on this?

Re: Default Activity Status Not Working

jwarren — Fri, 11 Oct 2013 17:16:16 GMT

Nelson,

The new Activity is method default ans has not been modified. The default activity status of Not Started is not setting. I belive it used to and is not anymore. We have not modified the status list however we have added some activity types. Users have modified the CRM preferences under My CRM Preferences screen and have set both a default activity type and status that they would like to use. I hope this helps!

Default Activity Status Not Working

jwarren — Fri, 11 Oct 2013 15:49:05 GMT

Hello Support,

Even though our users have the Defaut Activity Type and Status set the Status does not set properly in a new activity form. It does seem the activity type is set but the status is not. Please check the activity screen for populating default activty values. Thank You.

Re: Security Timeout OpenID Login Button

jwarren — Thu, 03 Oct 2013 13:16:58 GMT

Ben,

Good to hear you concur. What is the ball park time line for the new version?

Security Timeout OpenID Login Button

jwarren — Wed, 02 Oct 2013 20:54:11 GMT

Hello Support,

You know what would be real nice? When I get timed out of a session to be able to have the same login options as I have in the main login screen. The popup to log back in does not allow easy access to choose Google or Intuie OpenID logins.

Just an Idea...

Gadget Feature Request

jwarren — Tue, 01 Oct 2013 18:15:56 GMT

Support,

I am finally taking the time to get this request out of my head and into your hands. We love the Gmail gadget but it should would be great if the contact/customer lookup would look up the email in the sent address. We often find ourselves sending a customer a email that will likly require a follow up and it would be great when composing an email if the email could be captuered and turn in an activity.

Just an idea...

Accept Payment for Checks Issue

jwarren — Fri, 27 Sep 2013 16:07:49 GMT

Support,

Today we noticed that when entering in a payment for a check and choosing the Payment Type Check with no Payment Gateway selected we get the following error:

Cannot save values for NameOnCard. Field 'NameOnCard' allows a maximum of 41 characters, whereas you've entered 44 characters.

Additional Information

Action Sequence Order:65

Please note this is with the standard Method Payment Screen. Cards to have a limit but checks do not have the same limit. Also the NameOnCard field was automatically populated from the account information. Please correct the logic when the Payment Type is somthing other then a card. Thanks!

Re: Portal Not Updating Screens After Publish

jwarren — Tue, 10 Sep 2013 13:54:15 GMT

Adam,

I am not quite sure that is it. It just seems that there is a multi hour delay in the publishing of the screens for portals. We are using the August version and our screens are publishing but our first attempt we did not notice an update for a day and another screen update yesterday took several hours. Is there somthing that we are doing correctly?

Portal Not Updating Screens After Publish

jwarren — Fri, 06 Sep 2013 23:14:11 GMT

Support,

I am updating a couple of screens with our portal and they do not seem to be updating. I have Published, Logged out, back in, etc and no update. When I view the screen when logged in it looks fine. I have tripple checked the Tab links and all is well there. Please advise on how to handle. Thanks.

Global Cases

jwarren — Mon, 29 Jul 2013 14:29:04 GMT

Support,

Is there a way to relate an activity to a "Global Case". In other words if I have a system that is down and it is effecting multiple customers. When multiple customers email/phone in for support it would be nice to create an activity and instead of typing the details of the issue repetitivly, just to realte to a Global Case ot case that is not specifically assigned to a customer. Thoughts?