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AG$

Bronze Thumbs-Up Enthusiast
Silver Idea Generator
Silver Ace Answerer
  • Total activity 84
  • Last activity February 25, 2026 20:15
  • Member since March 15, 2024 20:10
  • Activity overview
  • Badges (3)
  • Posts (22)
  • Comments (21)
  • Activity overview
  • Badges (3)
  • Posts (22)
  • Comments (21)

Comments

Recent activity by AG$ Recent activity Votes
    1. Community
    2. CRM & Pipelines
    3. Notes & Title Export

    Thanks! 

    • View comment
    • AG$
    • February 20, 2026 04:24
    • 0 votes
    1. Community
    2. CRM & Pipelines
    3. Client/Filter Page

    I use one particular report regularly. There are not 1606 clients on this report, and when i select this report or 'view' to export, it's incorrect in both what i'm visually looking at and what i h...

    • View comment
    • AG$
    • September 18, 2025 14:30
    • 0 votes
    1. Community
    2. CRM & Pipelines
    3. Client/Filter Page

    On the old system using filters, for example, since we can not look up invoice numbers, we'd scroll down and  use the 'Claim Number' choice on the filter. On the new system, you have to select it e...

    • View comment
    • AG$
    • September 01, 2025 20:50
    • 0 votes
    1. Community
    2. CRM & Pipelines
    3. Invoice Pop UP

    this feature  

    • View comment
    • AG$
    • April 02, 2025 19:12
    • 0 votes
    1. Community
    2. Payments
    3. Client Invoices

    In theory it should work, it doesn't. The ASSUMPTION is you know the 'Creation Date' as i can see behind this screen shot. I should be able to pull ANY client's invoices with the filters listed abo...

    • View comment
    • AG$
    • March 10, 2025 05:27
    • 0 votes
    1. Community
    2. CRM & Pipelines
    3. Export Clients Filter

    It will NOT export anything that has more than 50-70 clients 'rows' (if that's how it's referred to)  If i have less there's not issue. That's with ANY filtered item.  FYI i'm using Chrome Incognit...

    • View comment
    • AG$
    • March 02, 2025 17:37
    • 0 votes
    1. Community
    2. CRM & Pipelines
    3. Export Clients Filter

    Thanks i know how to pull filtered data HOWEVER I am only able to pull anything less than (70) clients, some cases (50). I have scenarios where I'll need to see (150) clients. In this case I do not...

    • View comment
    • AG$
    • February 28, 2025 02:17
    • 0 votes
    1. Community
    2. CRM & Pipelines
    3. Email has Exclamation

    OMG i had no idea... thanks you so much! I'll notify my team.  Happy New Year! 

    • View comment
    • AG$
    • January 17, 2025 18:42
    • 1 vote
    1. Community
    2. Integrations
    3. Payment Numbering

    I needed to watch a trend in Thryv to answer this... see errors below. Mind you, i do not have ANY INVOICES that are in the '249k' series. These are the (3) scenarios i usually receive IF I get a a...

    • View comment
    • AG$
    • August 27, 2024 16:28
    • 0 votes
    1. Community
    2. Integrations
    3. Payment Numbering

    I am also experience this for regular invoice payment posting with them not syncing due to 'duplicates' but what exactly is the number sequence that it's matching against for that error?  On the Mu...

    • View comment
    • AG$
    • August 19, 2024 20:25
    • 0 votes
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