Search results by user ID 5822

Show User Sign In Date

Matt123 — Wed, 26 Jun 2013 15:12:07 GMT

How do I see what date and time the other users have logged into method if I have administrator permission settings?

Matt

Re: Dropdown Problems again

Matt123 — Thu, 04 Apr 2013 15:46:54 GMT

Also (not trying to be a bother with all of this) is there a way to restore a customer (a different one than the one asked about above) if it has been deleted from method but not from quickbooks so it is still visible now in method but it cannot be editted etc?

Re: Dropdown Problems again

Matt123 — Thu, 04 Apr 2013 15:37:40 GMT

I tried that and now the problems start occurring when I add the third dropdown field when all three are pulling from the Record ID field. Since this is in the editing stages before any large number of entries have been linked and what not I just ended up creating dropdown objects that then push the selection choice to a text field. While it may not look as clean, it has no problems whatsoever. If problems pop up again with dropdowns once everything has been input I will definitely contact your consultants. I do have another question though, that several people have had a problem with on this forum ,and I have posted about it before too. When a customer is deleted in method but will not disappear, it is because quickbooks still has a record of it right? What then could cause the data to not disappear in method once the customer has been deleted from quickbooks and then a sync was made to method?

Re: Dropdown Problems again

Matt123 — Tue, 02 Apr 2013 16:29:08 GMT

It may be because of fullname duplicates then because it is when I am adding the dropdown fields into the custom screen that it messes up. The selection list is not empty though. Instead of having the option of choosing RecordID which normally would be my choice since there are duplicates, it states another option that has no records within it once selected. I'll give you an example of what I mean by this: I have created three dropdowns labeled fabricator 1, fabricator 2, and fabricator 3. I based all three of them on the customer table and I had to choose Record ID as the primary selection column because of duplicates. When I add them in and have more than one in the same screen though, the selection list for the dropdowns changes from Record ID via Fabricator 1 to Fabricator via Fabricator which does show the correct dropdown list when clicked upon in the actual screen, but if you select any of the options it does not show up as anything when the list is closed.

Re: Dropdown Problems again

Matt123 — Mon, 01 Apr 2013 14:11:40 GMT

Also do the lead and customer screens need to be the same since they are both based on one table or can they be unique as in have certain fields put into the screen on one and other fields put into the other? I ask only in terms of would this affect dropdowns the way that I described?

Dropdown Problems again

Matt123 — Mon, 01 Apr 2013 13:50:06 GMT

Since the update, there have been some problems with some dropdowns that I added in to the customer table. They were pulling from the record ID's of every customer and lead and then filtered through another field. The problem is that the selection for creating the dropdown list via the record ID goes blank after so much time/adding a third dropdown with the same starting list. The only selection I can make then is one that has no actual data for some reason. Is this because there can only be a specific number of dropdowns based on a certain table or even filtered a certain way from a table?

Matt

Re: Editing New Activity Notifications

Matt123 — Tue, 26 Mar 2013 14:55:50 GMT

Specifically I would like to be able to display the company name in this email notification not just the contact name. I found the email template for this notification but now I cannot make the company name be displayed.

Matt

Editing New Activity Notifications

Matt123 — Tue, 26 Mar 2013 14:41:07 GMT

What screen is associated with the New Activity Notifications ie. the email that is sent out to notify an employee that an activity has been assigned to them with the minimum contact details of the customer it is associated with. What I want to be able to do is edit what information is sent out in that email notification. Is this even possible?

Matt

Contact Duplicates

Matt123 — Fri, 22 Mar 2013 16:12:45 GMT

If there are inactive contacts are they still considered duplicates by method ie. when creating a dropdown you cannot make it show the fullname option?

Re: Adding Fields

Matt123 — Thu, 21 Mar 2013 14:45:00 GMT

I was putting a space in the caption of the dropdown field, and when I removed it it started to work again.

Matt