Search results by user ID 6645

Re: Activity email issues

pookiefeb — Mon, 08 Dec 2014 17:08:32 GMT

Hi,

I did all of the steps last week. I just went to email a customer in an activity and it did the same thing and pulled up the previous person. Whatever I did didnt' work.

Re: Activity email issues

pookiefeb — Fri, 05 Dec 2014 18:08:09 GMT

Thank you

Re: Activity email issues

pookiefeb — Fri, 05 Dec 2014 17:00:41 GMT

I found it and deleted the emailto. Is that all I need to do?

Re: Activity email issues

pookiefeb — Fri, 05 Dec 2014 16:33:59 GMT

I can't find where it says insert records into table. 53 on my screen says send email.

Re: Activity email issues

pookiefeb — Tue, 02 Dec 2014 20:43:04 GMT

I called and left a message for you.

Re: Activity email issues

pookiefeb — Tue, 02 Dec 2014 14:42:21 GMT

It is in the stock screen. And it seems like it happens when for example: I completed an activity with Bob with Company A. And then I click on schedule next activity with Sam with Company A. It defaults the email back to Bob's. They both have email addresses. I feel that the person you have chosen to contact next should have their email address. It defaults to the previous contact.

Make spell check automated when writing an email

pookiefeb — Tue, 02 Dec 2014 14:04:12 GMT

This would be a great feature to add. When writing an email you have to click the spell check button. This should be automatic like other email providers.

Changed estimate template isn't showing in Method

pookiefeb — Wed, 26 Nov 2014 16:36:12 GMT

I made changes to an estimate template and it's not updated yet into method. It is still showing the old version. How can I fix this?

Activity email issues

pookiefeb — Wed, 26 Nov 2014 15:07:43 GMT

Many times this has happened. I go to click on the activity I have scheduled. It has the correct contact name connected to the activity. Sometimes when I click on email, another person from the same company's email pops up instead of the contact I have selected. I think this is a glitch. Please help.

Spell Checker on email

pookiefeb — Wed, 26 Nov 2014 15:05:11 GMT

When creating an email in Method there is a spell checker. If you don't click on the ABC button the email will not check for spelling errors. How can you have the spell checker automatically turn on for every email created.