After the update, we found that our Opportunity and Estimate Follow Up has a broken link for the Estimate ID. Clicking on the Estimate ID results in an "Action Cancelled:: Error" message and a black screen.We have a work around, as the Opportunity ID...
COMMUNITY-I-2321 I need to be able to report on the Event Name and Description fields of a non-job event!!
Anyone else having issues with the TSYS reports not reflecting thru today's date 10/25/2022. I have deposits in our account but aren't reflecting on the TSYS reports at all. 7 deposits and none of them appear on the TSYS report. Thanks. Jennifer Firs...
We are looking for a report that can track which CSR booked the call plus the technician that went out on the call, both on the same report. Does anyone know the best way to go about this?
Hello, I am looking for a way to export my technician service calls/reports that include the business unit as well as city location for the customer. Is there a way to be able to export the file as an excel sheet with that included information?
The historical notes need to be reportable. Please make this happen!
When downloading the accounts receivable report, and checking off "with pinned notes", the oldest pinned note is at the beginning of the cell, does anyone know if it is possible to show the newest note 7/21/22 in the front of the cell?Example below:5...
We are very data driven. It's come to my attention that when I run a report of dismissed leads, it doesn't give me the reasons why I dismissed them. This really limits what I can do with that - how am I supposed to remarket to those people based on w...
I am told by support that there is no way to run a report and see all customers who have a saved payment method on file.Has anyone ever found a way to find those customers? We are going to be updating on payment terms and need to have new authorizati...
Is there a report or way to see a list of accounts/customers that have a credit and the amount? I am trying to do a double check to make sure all payments are applied correctly and not forgotten in limbo.
