Search results by user ID 5871

User Permission errors

grif@myredhats.com — Tue, 09 Dec 2014 16:22:45 GMT

You do not have permissions to view this application

Please contact your account administrator Grif or MethodSupport to gain access.

Account administrator can give access by going to the right-menu > Subscriptions area.

I got this error trying to edit an email template even though I am the administrator. Thought I should let you know it has happened to me several times in the last couple days when adding or editing in other areas as well

I have been logging out and back in & going to another app and coming back to get around it.

Re: Activities Emails outgoing & incoming

grif@myredhats.com — Tue, 02 Dec 2014 17:40:19 GMT

Hi greg

I am talking about emails that were put in to classic with Google Gadget & I can see them in Classic.

Contact List needs to segregate customers & Vendors!

grif@myredhats.com — Sat, 29 Nov 2014 13:02:40 GMT

Contact List needs to segregate customers & Vendors!

Estimate printing problem

grif@myredhats.com — Sat, 29 Nov 2014 12:44:07 GMT

What should be a 1 page document turns into 3 pages. 1st page has no items on it and a 3rd page has no items on it. 2nd page in what printed is complete.

I have the PDF file but have not seen a way to attach to a post.

Activities Emails outgoing & incoming

grif@myredhats.com — Fri, 28 Nov 2014 17:21:47 GMT

Activities Emails outgoing & incoming

Find the record but don't see how to get to the Email itself or even tesxt content???

Re: Emailing estimates not working?

grif@myredhats.com — Fri, 28 Nov 2014 16:46:40 GMT

I follwed directions & email again and I got this below snapshot which is the same as before.

Emailing estimates not working?

grif@myredhats.com — Tue, 25 Nov 2014 20:35:34 GMT

When I use the Email button on an estimate it sends an email without the estimate. The email only has a signature. Also the button doesn't give any oportunity for a message or customization.

Recuring Transactions?

grif@myredhats.com — Tue, 25 Nov 2014 20:18:16 GMT

Trying to find a way to use recurring transactions. Quickbooks Online....Especially important for unscheduled estimates.

Fundamental Flow Missing for me

grif@myredhats.com — Tue, 25 Nov 2014 15:51:44 GMT

Fundamental Flow Missing for me.

I am a quickbooks online user.

Trying to do my basic business flow with beta.

Can't create an invoice from an estimate. I understand that this is part of the Sales order missing but I still need to create an invoice from an estimate or something.
I liked the Idea of a sales order when I first looked at Beta. I think it would be quite functional for me.
I need connectivity with Google calendar & contacts. Beta just says not connected & I don't see how to do it.
Functionality of a Work Order or a Sales order with scheduleing.

My thoughts for the day.....Grif

SSL Certificates

grif@myredhats.com — Tue, 29 Oct 2013 21:18:08 GMT

I got involved in an issue concerning my website needing an SSL certificate and am understanding that helps protect customers personal information. Then I thought the place most customer personal information is stored in my Method Acct. Does my method account have an SSL Certicate?

Grif