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Hi, Thank you for the reply. It's very helpful and all is clear. Still, in my case I need few checkboxes let's say customer, product,country etc... It seems that I have to set all possible combinations between these checkboxes as filters and then for each checkbox set the logic which filter to be shown using conditinal statements(Is ...

I am confused about the work order dates, why do I have to enter start date and end date twice for recurring series? We have a lot of services that are done once a year, every year In the edit work order screen we have to enter the start date and the end date even know the job will be finish the same day, and then we have to go to the recurring ...

I linked the tables but is not working for me, not showing the info. I am working in the Customer screen in the Field Service Center , in the Activities and work orders tab, I added the ActivityAssignedTo field but nothing is showing. I also want to be able to show the number of visits for the recurring series. What am I doing wrong?

never ming, I got it

Can the activities table be link to the activitiesjobitems table? How?

Shipping info will pull just fine if the Customer/Job Name only has the customer name in it, but if the Customer/Job Name has a job name in it, the invoice and estimate screen will not pull the shipping info. Example: I have 1 customer with 2 properties, 1 personal property and 1 rental property. (I use the shipping address as the service ...

Mike gave a call into the Support line and we are working with him offline.  If there is a solution we find is beneficial to the community, we will post it here.

I've tried to upload things like "No email" and "None" into the email field for the particular orphaned contact, but all that does is create MORE orphaned contacts with no identifying information whatsoever. No entity, no name, nothing. Please help - this is an annoying issue that I feel has a simple solution that I'm ...

The contact does have a value in the Entity field: eg. 1234, however, when I export the Entity table Record ID 1234 is not in it. So...how do I get rid of this contact? Thanks

I have a dummy contact that I need to delete (or at least delete the email associated with it). When I try to delete the email address using the stock CRM_CustomerList screen, I get a notice that says "FullName is a required field and is currently blank". When I try to delete it entirely I get a message that this is ...