Search found 228 matches
- 12 Jan 2022, 20:49
- Forum: Bug Report version 3.0
- Topic: Automate Actions - Value From Parent Entity
- Replies: 3
- Views: 393
Re: Automate Actions - Value From Parent Entity
That's not what we are trying to do. We don't need to change anything in the parent entity. Within the parent entity we have the client's contact information. Screen Shot 2022-01-12 at 8.29.39 AM.png Then we created a sub entity called BlastSMS. Screen Shot 2022-01-12 at 8.28.12 AM.png Within the su...
- 10 Jan 2022, 20:19
- Forum: Bug Report version 3.0
- Topic: Automate Actions - Value From Parent Entity
- Replies: 3
- Views: 393
Automate Actions - Value From Parent Entity
We use the ClickSend module to send blast sms to our clients via automate actions. In 2.8-2.9 this worked fine. In 3.0, you can no longer select a field using "Value from Parent Entity" which effectively breaks both email and sms blast messages. (See Screenshots) Screen Shot 2022-01-10 at ...
- 06 Jan 2022, 21:18
- Forum: Discussion
- Topic: Data Loss
- Replies: 4
- Views: 426
Re: Data Loss
Any update on this?
- 27 Dec 2021, 22:46
- Forum: Discussion
- Topic: Login with mail adres
- Replies: 5
- Views: 735
Re: Login with mail adres
Just set the username to the same email address.
That's what we do. Username is same as email.
Works just fine.
That's what we do. Username is same as email.
Works just fine.
- 27 Dec 2021, 22:41
- Forum: Discussion
- Topic: Calculate Billable Time In Footer
- Replies: 1
- Views: 263
Calculate Billable Time In Footer
We are making a template to export for our clients. We select the ones we need to export, and select "with selected > generate export template" In the body of the template, we have a table with the data. Is there a way to have the sum of the total billable time shown in the footer? If yes,...
- 27 Dec 2021, 22:26
- Forum: Bug Report version 2.9
- Topic: Export template header / footer error
- Replies: 2
- Views: 1732
Re: Export template header / footer error
Why cant we use fields from the working entity in the header/footer?
If we can edit the body with those fields, it doesn't make sense that we cant also use the same fields in the header.
If we can edit the body with those fields, it doesn't make sense that we cant also use the same fields in the header.
- 20 Dec 2021, 20:08
- Forum: Discussion
- Topic: Data Loss
- Replies: 4
- Views: 426
Re: Data Loss
Is this something that you could do?
Willing to donate for a faster turn-around time.
This would save us lots of trouble.
Willing to donate for a faster turn-around time.
This would save us lots of trouble.
- 13 Dec 2021, 20:01
- Forum: Discussion
- Topic: Data Loss
- Replies: 4
- Views: 426
Data Loss
Yesterday my boss did a complete assessment in the system and clicked save. The data didn't save, and she lost 2-3 hours work. This is becoming a more and more common occurrence as of late, were not sure if it's because we usually have 4-5 people working in the system concurrently, or we just are ha...
- 27 Oct 2021, 02:34
- Forum: Discussion
- Topic: How to add templates to export to record listing?
- Replies: 2
- Views: 313
How to add templates to export to record listing?
Hello. We created a water sales tracker. We would like to use templates to export to create a receipt for the client. Is it possible to add a button into the record listing as shown in the screenshot? Templates to export doesnt have that option. I tried to use Special Button Process and Automated Ac...
- 16 Oct 2021, 19:32
- Forum: Bug Report version 2.9
- Topic: Modal Window Error on macOS
- Replies: 4
- Views: 1902
Re: Modal Window Error on macOS
Why not just use a third party browser?
Our company uses all Macs here, and we use Firefox.
We've never had any issues at all with things working.
It's been the most reliable system in the whole company, to be honest.
Our company uses all Macs here, and we use Firefox.
We've never had any issues at all with things working.
It's been the most reliable system in the whole company, to be honest.