We had to create an HTML layout to make this happen. It would be nice to add to the PDF form layout an option to automatically include a PDF file that resides in the file cabinet.

I do a t&c with the html layoutout... pm me if you would like some help setting it up

Just wanted to toss my hat into the ring... been down for about 5mins

Happens when you use Mozilla then open a IE window

I am not sure if this is correct.. NLCOMPANY_NAME What should we be using?

I am going to look into your suggestion... come to find out this field is a custom body field which according to NS help we were causing this to happen. Again thanks for your suggestion!!!

how do you add a custom tag for the footer??

Love the upgrade so far!

Would also like to know what others are doing?

Ken, I can't speak for Cindy, but I have created a couple Online Customer Forms "Default Form Template" option to capture info from our website. I use the "Send Auto-Reply Email" option and send out an email template. That email template from the Auto Reply Email from email address is the systems email address. Is there a…

voted for it!! But step one would be - Larger text area boxes perhaps full width and a height of 200px - better wysiwyg editor, that cleans up better - view of text area displays what the template looks like - text area references attached css file, where you can select from custom tags - When logged into your site a link…

FF3 hands down!!

jackb, Love you website!!! How did you do the review part... feel free to pm me, to take it off line.

This is our current work flow for lead imports and on line form - Duplicate contact records are merged using the "all dup" / "lastest record" - Permit multiple lead records per contact, however leads are linked via the contact record Because we permit multiple lead records it is possible to have a customer (lead record…

It would be nice to have the following... Address same as Company (check box) If checked it will alway pull from the companies address, meaning that if the companies address changes so does the contacts. If not checked, the address is what ever you set it to So rather than just making a one time copy of the companies…

Noticed that when I add contacts, unless you enter their address it only fills in their name and contact number.

Asked once before and didn't get a response from the rep....

Add to the equation inside sales and shared territories (fun fun) We have an existing contact in our system, their sales rep is "REP Blue". We import our over night leads and the dup detection didn't find the existing contact in the system (perhaps he entered his name or something different). So because of the zip code…

Managing Dups and keeping data clean has become and on going nightmare... We run nightly lead imports and because the company name might not be the same, or dup detection couldn't identify a dup record, it creates another record.

This is not the answer to your question, however we are starting a New England User Group; not sure if you would like to add your contact details to the list. Please PM me your contact details if you would like to be added to the list.

We are Business to Business software sales company, roughly 50 employees. I believe we use the following ERP, CRM, Marketing, SFA I was hired about 4 months ago with the understanding that my first month would be finishing the NS implementation. Well for some reason I am still doing NS tasks about 50% of my time. Other…

Chris Dembek cdembek@caddedge.com

I sent an email out to everyone, if you would like to be added to the list of contacts please either PM me or post your contact details.

I just hope this thread helps better the offered solution.

Trust me... the folks at NS might not post on every thread, but I am willing to bet the farm that they have read this thread. I am sure that they are looking into things, give it time.

-- Ability to really test things out (without fear of screwing up production data) may also lead to a better adoption rate for major new functionality -- Ability to use it as a learning tool means fewer calls to support, too -- HUGE marketing benefit. HUGE. Cecelia You hit on some great points!!! Look at what some of the…

The response I received was... "it is one of our major add-ons that customers pick up as it gives you a duplicate of your test environment. Many customers are very comfortable with it as they can use it to test situations and train their employees as opposed to using their live environment. Cost aside, the value it…

Back to the top with this thread... Question: If you are a NEW NS customer, do you get a free sandbox account for a couple months?