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ahouston

Member Since 26 Apr 2014
Offline Last Active Today, 06:41 PM
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Posts I've Made

In Topic: Error when send email with attachment

Today, 06:24 PM

Duh - already mentioned at the top of this thread, http://community.x2c...-ver-7-upgrade/

sorry.


In Topic: Document merge - How to make a document template ?

05 December 2018 - 07:37 AM

I'd suggest a workflow to send your data from X2 to a service such as pdffiller. from there, the file can be saved to dropbox, box, drive, etc and then a link or actual file sent as an attachments


In Topic: Tracing source of data

01 December 2018 - 07:02 AM

Took another look and you can’t surface those fields onto forms anymore. So only other choice is To look at those columns on backend in the database.

In Topic: Tracing source of data

26 November 2018 - 07:05 PM

unless you added a tag or set a field value when you imported the records, I don't think there is a way to know what file your data came from. You can tell when a record was imported based on time stamp if you know when you processed a particular file...


In Topic: Tracking of invoice payments + automatic tax

26 November 2018 - 08:29 AM

I have successfully created an X2Flow that makes an API call to Zapier which gets my invoice data from my X2 MySQL database and creates a new invoice in Xero. Not as complex as some of the scenarios above, but it is doable!