Search found 36 matches

by M1S1L
14 Jun 2022, 00:35
Forum: Suggestions
Topic: [Implemented] PDF preview
Replies: 10
Views: 1226

Re: [Implemented] PDF preview

Has this issue been fixed in 3.1? @Sergey - When I click on the name of a PDF attachment or File (not the download icon) I do not get a preview. I only get the option to download the file. If I right click the name in Chrome browser and open link in new tab or window I still only get the option to d...
by M1S1L
02 Mar 2022, 22:43
Forum: Suggestions
Topic: [Implemented] PDF preview
Replies: 10
Views: 1226

Re: [Implemented] PDF preview

@Sergey - When I click on the name of a PDF attachment or File (not the download icon) I do not get a preview. I only get the option to download the file. If I right click the name in Chrome browser and open link in new tab or window I still only get the option to download the file and not a preview...
by M1S1L
26 Jan 2022, 00:16
Forum: Discussion
Topic: Missing checkbox for selecting items created by another user
Replies: 2
Views: 176

Missing checkbox for selecting items created by another user

The checkbox to select an item created by another user is missing. I have an invoice with fees added separately by two individuals Al Dente and Dan Deline assigned to the "Executive" access group. The Access Configuration for "Fees" User Groups "Executive" is set to &qu...
by M1S1L
31 Dec 2021, 06:21
Forum: Discussion
Topic: Extension:Templates To Export: embedding information from a nested or related entity: What is the correct format?
Replies: 2
Views: 286

Extension:Templates To Export: embedding information from a nested or related entity: What is the correct format?

I am trying to embed the first name and last name from a parent record into a contract which is a sub entity of the parent. In the documentation it states "You can also embed information from a nested or related entity using the {#entity8:0<2,4,5>} constructs. For a detailed description of this...