Search found 2454 matches
- Thu May 31, 2018 4:30 am
- Forum: General discussion and questions about Aware IM
- Topic: 8.1 Calculated Column testing
- Replies: 4
- Views: 4876
8.1 Calculated Column testing
I can't say I've had 100% success with the new CC. Most times I give up and do something a different way. This time I wanted this output: Screen Shot 2018-05-31 at 12.31.46 AM.png but when my calculated was this: AS_STRING(Lead.DateLastActivity) + ' (' + Lead.LastActivityType + ')' i got this: Scree...
- Wed May 30, 2018 6:34 pm
- Forum: General discussion and questions about Aware IM
- Topic: Show only first part of a large text field on a grid
- Replies: 9
- Views: 11212
Re: Show only first part of a large text field on a grid
that must be an html field? maybe 1 of these will work: either have a copy of it in another field (using a rule) thats not marked as HTML, or use the new 8.1 function to make a calculated column and show that? but an html field shown in regular text field will show all the html markup (looks ugly ma...
- Tue May 29, 2018 7:32 pm
- Forum: General discussion and questions about Aware IM
- Topic: Header and Lines in HTML form question
- Replies: 10
- Views: 11233
Re: Header and Lines in HTML form question
sending u a pm to call me
- Tue May 29, 2018 5:37 pm
- Forum: General discussion and questions about Aware IM
- Topic: ►Q◄ use built-in Access Levels, or make your own?
- Replies: 1
- Views: 3063
►Q◄ use built-in Access Levels, or make your own?
Here's why I ask. Lets say I have this hierarchy OF ACCESS LEVELS at a company: Developer (thats me. this is a multi-tenant app. this user can see/do all) Admin (create any user, any level) Regional Manager (same, see's only level of his and below) Office Manager (same) Sales (no create, level is di...
- Tue May 29, 2018 2:32 am
- Forum: General discussion and questions about Aware IM
- Topic: [SOLVED] AS_NUMBER to Integer
- Replies: 2
- Views: 3101
Re: AS_NUMBER to Integer
a regular expression can also search for 0 or more 0's only at the beginning of a line.
- Tue May 29, 2018 2:29 am
- Forum: General discussion and questions about Aware IM
- Topic: Any suggestions for designing a "Drip" email campaign?
- Replies: 5
- Views: 5071
Re: Any suggestions for designing a "Drip" email campaign?
thx all valid points. i don't have any issue with writing some code to clean up 'un-needed unsent emails' if the need arise - the trick would be how to determine that need. all of this is user-defined and multi-tenant. 1 person using it during recruiting and another for new-hires - no easy way to te...
- Tue May 29, 2018 2:08 am
- Forum: General discussion and questions about Aware IM
- Topic: Mass email process
- Replies: 15
- Views: 23418
Re: Mass email process
Thanks Tom, after going over this quite a lot, I decided to make my own many-to-many file. i got more flexibility I think instead of letting AIM manage lists for me. I'm doing my own middle file and no lists are involved. For now, I'm limiting users to only one list - so while I can support many lis...
- Tue May 29, 2018 2:03 am
- Forum: General discussion and questions about Aware IM
- Topic: Any suggestions for designing a "Drip" email campaign?
- Replies: 5
- Views: 5071
Any suggestions for designing a "Drip" email campaign?
So I have User-defined Email templates working now (so a user doesn't have to re-type over and over a similar email to prospects/leads). And now they want to schedule 5 emails, 1 a week for the next 5 weeks, for example. They may use filters to find a subset of the data, and add them to a user-defin...
- Mon May 28, 2018 11:43 pm
- Forum: General discussion and questions about Aware IM
- Topic: [OFFICIAL] the v8.2 "minor" improvement list
- Replies: 46
- Views: 102115
Re: [OFFICIAL] the v8.2 "minor" improvement list
Should be able to enter a comment line anywhere... FIND Blah Blah Blah // This is a Comment Blah.Attribute='Excellent' Oh I agree, but I was posting that in light of this being the “what’s easiest to do” motif for this thread. I guess it comes down to is it easier for him to change his parser, or e...
- Mon May 28, 2018 4:33 pm
- Forum: General discussion and questions about Aware IM
- Topic: [OFFICIAL] the v8.2 "minor" improvement list
- Replies: 46
- Views: 102115
Re: [OFFICIAL] the v8.2 "minor" improvement list
It would be nice to insert comments in process rules, to help document the code. There is a description available in the sub-element properties window, but its narrow, and you have to click a button to be able to edit it. I'd propose this simple change to this screen: Screen Shot 2018-05-28 at 12.15...
- Mon May 28, 2018 3:45 pm
- Forum: General discussion and questions about Aware IM
- Topic: Need Help from Win Upcloud users on 8.1 Slow Email test
- Replies: 22
- Views: 28620
Re: Slow outgoing Email on Upcloud. Need ideas plz (Video)
UPDATE May 28 Vlad doesn't see an issue sending mail with 8.1 on his server, so he can't reproduce. Since email works on other servers, we're leaning towards some issue with Upcloud. We need anyone who has UPCLOUD WITH WINDOWS to do an email test using the demo CRM app. 5 minutes is all thats needed...
- Mon May 28, 2018 3:33 pm
- Forum: General discussion and questions about Aware IM
- Topic: [SOLVED] REPLACE_PATTERN & Multiple Patterns
- Replies: 4
- Views: 5840
Re: REPLACE_PATTERN & Multiple Patterns
Sean
Do you want me to write you a Java function to remove those 4 characters?
Contact.Phone = PHONE_STRIP(Contact.Phone)
if so, supply me with the working regular expression that achieves what you need.
jaymer...
Do you want me to write you a Java function to remove those 4 characters?
Contact.Phone = PHONE_STRIP(Contact.Phone)
if so, supply me with the working regular expression that achieves what you need.
jaymer...
- Mon May 28, 2018 2:48 am
- Forum: General discussion and questions about Aware IM
- Topic: Header and Lines in HTML form question
- Replies: 10
- Views: 11233
Re: Header and Lines in HTML form question
Mark, I’m not a super expert on the built in report writer, but in that situation I have the main file of the report as the line items. And the group is on the header. So group header for the invoice information, then all the line items, then a sub total area,. Works exactly like it should. It may b...
- Sun May 27, 2018 11:26 pm
- Forum: General discussion and questions about Aware IM
- Topic: Header and Lines in HTML form question
- Replies: 10
- Views: 11233
Re: Header and Lines in HTML form question
LIST_TABLE_START, LIST_TABLE_END Description: Whereas the LIST_TABLE function prints the entire table including the header, the combination of LIST_TABLE_START and LIST_TABLE_END functions allows using an existing header of the table. Just like the LIST_TABLE function it prints out members of a list...
- Sun May 27, 2018 8:20 pm
- Forum: General discussion and questions about Aware IM
- Topic: Header and Lines in HTML form question
- Replies: 10
- Views: 11233
Re: Header and Lines in HTML form question
LIST_TABLE_START / END in User Guide jaymer... the cycle: edit html in editor and save import the Document Template, overwriting the prior one save, run repeat 1. be sure the START and END "cells" have a field in them , exactly like it shows in docs. This is pickier than Magic HTML Merge. 2. When it...