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Hi All, In the lead list section, there is a search button on the top right, when I search for a lead and click on select, I am getting an error saying it cannot find a tab link. I looked in the search screen and cannot find where this error is occuring, so I am assuming I am looking in the wrong place, and I should be looking at the lead list ...

Hello,       It sounds like an interesting screen.  It almost sounds like you want to use the Transaction table, which is the parent table for the purchase order, sales order etc.  You can make a grid of this table and you may be able to display all of the records associated with the Inventory Item.   ...

Hi PeeWee, First off, thank you Kenneth for helping with this answer, I believe what you said is correct, however I will do my best to simplify this answer for PeeWee. Essentially, as Kenneth was suggesting, if you require a field to show up on a screen, which is actually a field from another table, you will have to use the "linked ...

Hi Gwen, Can you expand a little further on what you mean by formatting fields? Do you mean by datatype (decimal, text, money...etc)? - Adam

Hi Gwen, I am not really sure what you are meaning by using "Reserved words", can you please elaborate?  Is there a certain area/screen in Method you are attempting to do this, used reserved words in? -Ben

CF_Pro, I am glad you were able to figure out the first part to your scenario, I guess I slightly missunderstood what you were trying to accomplish. In regards to your latest post here, I still have some issues picturing what you are doing at this point, which makes it hard to answer your question. For your Category and SubCategory fields, are ...

Hello,     The quickest way to resolve the issue would be to contact the support line.  We can take a look and help the customer resolve the issue.  The difficulty with the problem is that it involves the customers computer and settings in Windows.  We are still at 1-888-925-6238 x2. - Greg

Hi Phillip, Unfortunately, I don't believe there is any special syntax you can apply to get around this.  You'll have to change the field name. I'll be sure to get the team to update our documentation to make this more clear in the future. Sorry for any inconenience this has caused. - Adam

P.W.   I am no expert by any stretch but I believe First you'll need to know what table your screen is based on. Then...     Go to that table in  CUSTOMIZE, TABLES/FIELDS and click "Edit Fields" Next     Add a new field as a DROP DOWN in the exact name an punctuation as the ...

Hello,   I'm working in the field services module, specifically the in the  "FieldService_AddEditWorkOrder" screen.  This screen is based on the Activity Table and I have linked the "Customer Equipment" table to it through adding a 'CustomerEquipment" drop down to the ...