Method:Classic Professional Services

Re: Problems with Estimate Line Grid

Method_Audisho — Thu, 28 Jan 2016 17:50:15 GMT

Hi AmsoniaLandscapeandDesign,

Have a look at the report screens for Leads, Customers, Activities or Opportunities. Each of these screens uses checkboxes and radio buttons for determining which report to generate and how to filter them. I hope this helps.

--Audisho

Re: Problems with Estimate Line Grid

AmsoniaLandscapeandDesign — Thu, 28 Jan 2016 16:47:19 GMT

Thanks I was able to figure it out as soon I emailed you. THANKS ! I do have another question.

I have created a specialized screen that I will use to generate estimates.

I want to send a report that will populate the information from check boxes. How will I be able to achieve this?

THANKS !!!!

Re: Problems with Estimate Line Grid

Method_Audisho — Wed, 27 Jan 2016 14:49:31 GMT

Hi AmsoniaLandscapeandDesign,

These fields are all populated using the Text Change event on the Item dropdown field within the grid. I suggest you start by looking here. I hope this helps.

--Audisho

Problems with Estimate Line Grid

AmsoniaLandscapeandDesign — Wed, 27 Jan 2016 00:58:25 GMT

Hey,

I am having problems with my estimate line grid not showing all of the details for the fields such as the description, cost & amount. It has been working fine until recently but I am having problems with populating the date now. How can I solve this ?