Search results by user ID 6357

Re: Edit multiple records

retrotel — Mon, 23 Jun 2014 18:18:33 GMT

Customer list. We are migrating from an on premise crm that allows us to assemble calling lists by selecting records. The checkbox column is present, but not sure how we fileter by checked items.

Customer list check box column

retrotel — Fri, 20 Jun 2014 18:31:50 GMT

We have enabled the check box column on our customer list but are unable to filter by checked record. The purpose is to create a custom list for sales people to call from. Has anyone accomplished this?

Edit multiple records

retrotel — Fri, 20 Jun 2014 18:29:42 GMT

We have a need to update multiple records with the same piece of data for a certain field. Namely, the record manager. Currently, we are updating the records one at a time. Is there a way to make the changes from the customer list or is there another alternative?

Re: Exit without saving

retrotel — Tue, 03 Jun 2014 21:16:26 GMT

Works great. Thanks.

Exit without saving

retrotel — Tue, 03 Jun 2014 16:37:37 GMT

Is there a way to exit a form without saving? We have had problems with reps having sales orders or invoices open in method after they sync to QB. In order to exit they have to save. Sometimes, the form has been marked up in QB and the save process undoes the markup in QB. How can we avoid this issue?

Re: Custom transaction report

retrotel — Thu, 29 May 2014 23:23:50 GMT

I didn't change any actions. Are all of the reports going to be this difficult? We are struggling to povide a simple filtered list of records for our salespeople to call. I am struggling to justify this product as a sales tool. So far my people are screaming to go back to the lousy Act! product.

Please help.

Re: Outlook Plugin 2007

retrotel — Thu, 29 May 2014 23:17:49 GMT

Hi - we have successfully installed and have ensured the certificate is installed as well. All the way through step 7. But no step 8.

Re: Custom transaction report

retrotel — Thu, 29 May 2014 19:38:23 GMT

Here is the exact error:

Error^Action Sequence Order:138^ERROR: There was an unspecified error loading the report. Please check your Generate Report action to ensure all filters are setup properly, and that the report loads correctly in the report designer.

Outlook Plugin 2007

retrotel — Thu, 29 May 2014 19:32:03 GMT

I've installed the Outlook plugin on my machine running Office 2010. However, when I try to install on one of my employee's machines running 2007, the install seems to go fine but no add in is installed. No buttons or set up prompt. We have tried to install twice, restarted machine, etc. It's odd.

Re: Custom transaction report

retrotel — Thu, 29 May 2014 16:47:59 GMT

Sure - basically, salespeople need to assemble a list of records to call. On any given day they will want to call on records that had invoiced two weeks ago. Another day they may want to look at invoices from last week. I have gone so far as to copy the report screen (new name RT_CustomerReports). I removed the main filter. The report runs in report designer but not from the new report screen. It gives me an error telling me to make sure the report will run in designer, which it does.

I would like to be able to filter based on the invoice date field but that option does not show up on the report screen.