Search results by user ID 6077

Images not sent with Email

Adrian.Cortez — Thu, 28 Aug 2014 20:04:28 GMT

We have crated a number of Email templates with images mainly gif pictures. We have two problems first the images keep disappearing from the template so they need to re uploaded and re-added to the template. Second when we send the email the images are not included.

Any ideas?

Re: Sales Reps Iist

Adrian.Cortez — Tue, 11 Mar 2014 19:48:45 GMT

Thank you , that sorted it.

Re: Sales Reps Iist

Adrian.Cortez — Tue, 11 Mar 2014 12:53:24 GMT

Hi Ben,

The reps created in Method are not shown in Quick Books, I have looked in Lists/Customer & Vendor Profile Lists/Sales Rep List and also in LIists/Other Names List. Where are they stored?

Thanks

Adrian

Sales Reps Iist

Adrian.Cortez — Fri, 07 Mar 2014 22:30:25 GMT

We have directly entered a list of Sales Reps in Method from Quick Books Tab/Lists/Sales Reps. We want to tidy this up as we are now using Sales reps from Quick Books. How can we either delete the reps entered directly into the table or make them inactive?

Re: Contacts in Quick Books

Adrian.Cortez — Fri, 07 Mar 2014 21:57:38 GMT

We are using Quick Books Enterprise and there is a complete section for Contacts. How do you set whcih contact in Method becomes teh alternate contact?

Contacts in Quick Books

Adrian.Cortez — Fri, 21 Feb 2014 17:58:47 GMT

We are having issues with the synchronization of customer contacts in Method and Quick Books. We have the main connect but we cannot get any additional contact entered in method to sync with Quick Books , If we add a new contact for the customer in quick books when synchronized with Method the contact is deleted from Quick Books.

Any help will be appreciated.

Duplicate Quote

Adrian.Cortez — Tue, 07 Jan 2014 03:53:47 GMT

Is it possible to duplicate a quote like you can an oppurtunity?

Re: Document Folders in Dealer Portal

Adrian.Cortez — Tue, 07 Jan 2014 03:48:55 GMT

Greg,

I just want to check what I am trying to do it is possible , we want dealers to have access to dcuments via the portal.

Document Folders in Dealer Portal

Adrian.Cortez — Sun, 05 Jan 2014 05:22:44 GMT

I am trying to add Documents on the dealer portal that are sorted into folders and not just a document list, I thought this was achieved by the document library but this is always empty. The documents are stored into the relevant folders. Any help would be greatly appreciated.

Error with Invoice Screen in October Version

Adrian.Cortez — Tue, 05 Nov 2013 04:29:28 GMT

We get this error message on the invoice page in the october version in the August Version it works fine. The error relates to the Invoice list.

ERROR: One or more fields referenced by your actions were not found on the screen. Please make sure all actions specify a valid object on the screen and republish. If the problem continues, please contact an administrator.

View Error Message Here

Full screen with Error Message