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Hey Justin, That works, thanks!   Regardless, am I supposed to be able to select the Action Result of a loop in something like an Enter Value Into Field On Screen (from Action Result)? I'll also edit my older post with this solution when I have the time.

Hello, So I have a loop through table action and set a name for the action result of the record IDs grabbed by the loop but when I add another activity such as "retrieve record from table" no Action Results are showing in the dropdown bar.   Issue is on my "In Use - Edit Customer" screen in the OnScreenLoad ...

Got it, Added the Stop Processing More Actions and switched over to sort by Descending; everything is still working and it should ensure future performance with increased records.   Thank you! -H

Thanks for the clarification.   It doesn't sound like a very efficient process so I guess I'll take a look at it again to see if I can have it identify the most recent record faster.  Unfortunately, I don't have a lot of records to test this out with so I can't confirm whether or not the current process is going to cause ...

Nevermind found the issue; I didn't have the Report Designer application. Available for download here: https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Introduction-%26-Installing-Report-Designer&id=404

Not sure if I'm missing something obvious but when I click on "Open Report Designer" when editing a report it just gives me a blank white screen.  I tried it in FireFox and Chrome; in FF the screen stays the same (just shows Step 1 of 4 of Report edit screen) and in Chrome it goes to a white screen. I've tried selecting a ...

Sorry for the delayed response; had some other things in Method to work on. I figured out how to do this and figure I'd leave some instructions for people to reference: 1. Add a loop through table action that references the Activity table 2. "Where" conditions for the loop set to grab whatever ActivityType you want the last date ...

Ok thanks for the answer.  I'll try it out tomorrow and let you know how it goes. I haven't used the 1 hour consulting session yet but I'll grab our account manager if need be Thanks!

Ok got it. Thanks!

Hello, Is there any way to autoclear grid filters?  e.g. I type in "hkui" into the "company name" filter field near the top of the grid to search for all company names [containing] "hkui"; looking for a way to clear all these filter fields with a button I've tried adding an "insert value into ...