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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)

Posts

Recent activity by AG$ Recent activity Votes
  • Notes & Title Export

    1. Community
    2. CRM & Pipelines

    Where is the 'notes' on the invoice?    This part of the inovice doesn't export the details correct?     

    • AG$
    • February 19, 2026 19:53
    • 2 followers
    • 3 comments
    • 0 votes
  • Payment Reports are exporting

    1. Community
    2. Payments

    my export hasn't worked in 3 months, this is another staff members export screen. She logged out fully and then clearing cache/cookies before logging back in. This has happened since last Thursday  

    • AG$
    • December 22, 2025 23:45
    • 2 followers
    • 1 comment
    • 0 votes
  • Client/Filter Page

    1. Community
    2. CRM & Pipelines

    Your client page has lost a lot of functionality.  Do you have a video or documentation on what's changed or how we're to use the new set up?  I've already sent a message regarding filters not expo...

    • AG$
    • August 28, 2025 17:36
    • 3 followers
    • 5 comments
    • 0 votes
  • Buttons Missing

    1. Community
    2. CRM & Pipelines

    see below screen shots

    • AG$
    • August 28, 2025 14:59
    • 2 followers
    • 1 comment
    • 0 votes
  • Export Clients

    1. Community
    2. CRM & Pipelines

    Export Clients Filters are not working on new platform design. I need a call to show the team. This continues to happen intermitted. Half the staff are unable to export reports.  

    • AG$
    • August 26, 2025 16:07
    • 2 followers
    • 1 comment
    • 0 votes
  • Create Messages

    1. Community
    2. CRM & Pipelines

    One of my team members haven't been able to create messages in my TeamChat (my "chat box" doesn't pop up in any of my chats.  Please advise. 

    • AG$
    • June 16, 2025 23:30
    • 2 followers
    • 1 comment
    • 0 votes
  • Posting Notes

    1. Community
    2. CRM & Pipelines

    One of the team members are not able to post notes. She cleared her cache and cookies is using incognito. 

    • AG$
    • April 18, 2025 18:23
    • 2 followers
    • 1 comment
    • 0 votes
  • Invoice Pop UP

    1. Community
    2. CRM & Pipelines

    How do i turn off the pop up for the invoices and how do i turn off the chat that's on the right side of the screen? These are interference.  Thx

    • AG$
    • March 31, 2025 21:11
    • 2 followers
    • 3 comments
    • 0 votes
  • Client Invoices

    1. Community
    2. Payments

    How are clients looking at invoices created?  What report do i use.  Billing & Invoices only pulling 'OPEN' invoices I'm able to search by Creation 0r Due Date, again only pulling open.  The Client...

    • AG$
    • March 05, 2025 21:34
    • 3 followers
    • 3 comments
    • 0 votes
  • Payments Sync'ing to Random Invoices

    1. Community
    2. Payments

    Payments are sync'ing to random invoices that are attached to the same email address. This is happening invoices that are PAID in QBO but are outstanding in Thryv.  We have issues with our Thryv sy...

    • AG$
    • March 03, 2025 19:32
    • 2 followers
    • 1 comment
    • 0 votes
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