Discussion Forums

Viewing uploaded documents

2010-03-13T14:40:50-07:00

If I have Microsoft office on my machine, can I open an uploaded word doc under the project tab by clicking on it . or do I have to download the document first and then open it?

Thanks :-)

Sue

Customer, Projects and Time Tracking

2010-03-13T14:32:27-07:00

Is it possible to see in the time-tracking feature, the Customer associated with each project? Would like to able to see who should be billed for each.

Thanks :-)

Solve360 Integration with Google Apps / Apps Marketplace

2010-03-13T11:28:59-07:00

I came across Solve360 through Google marketplace but now it’s unclear what the integration options are; unlike other marketplace products, Solve360 does not seem to appear in the Google Apps dashboard for admin or users…

Why can’t I cancel

2010-03-12T18:45:33-07:00

I deleted all my users but one during the free trial. I have tried to move my subscription to free but the system one let me. That’s not exactly a free trial. Can someone please help me. I do not want to be charged during the free trial. That’s not right.

Thanks,
Grant

Notificatons vs. Publishing

2010-02-13T15:16:16-07:00

What’s the difference when you want to add a client to receive notification? Both ask for what levels of access they should have.

thx.

Web Form Code Help

2010-03-01T15:04:20-07:00

Hey there!

does anyone have any code examples for creating a contact with a formatted note in Solve after someone fills out a web form? I am using the example code for the contact form provided on this website, but I am not sure how to get message text (i.e. a multi-line text area) into Solve within a note. I am an enthusiastic hack at this stuff but not an expert by any means. Any help on this would rule.

Thanks.

Recycle Bin

2010-03-12T10:59:56-07:00

How often is this purged / how long does deleted data remain in there?
Thanks!

Assign to ?

2010-03-11T12:00:06-07:00

How do I assign either a selection of contacts or companies to a particular sales person? So far it seems I have to do this one at a time which isn’t going to work.

On another front, I am new to 360 Solve, which I am beginning to like but there doesn’t seem to be any sort of basic reference guide on how to use it. I feel the question above is pretty simple so it is odd to have to go through a forum to get it answered. I suspect I am missing something on the Solve’360 web site which has all the set-up information laid out in a logical form.

Put simply is there a reference guide anywhere?

Thanks Patrick

disappearing items?

2010-03-10T03:56:55-07:00

I’ve tried to add 3 formatted notes to a Company record and they didn’t show up. They don’t show up in the “actions logged for everyone” Activities Dashboard either. I’m not sure what’s wrong…

I also had something else not show up—when I added a time-tracking item to an event, it didn’t show. But the 2nd time I tried this it did show up.

Are these type of oddities normal, or is there a good reason I am hitting these issues? Thanks for your time.

[Chrome v4.0.249.89 on Windows XP Pro SP3 32-bit]

Project Bars in ‘timeline’

2010-03-05T22:26:37-07:00

Hi,

How do you move the project bars in the timeline? When I try to move them they elongate from the present date. Am I missing something?

Thanks