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Hi m.ball, First you would need to add the Preferred Vendor as a linked field into the BillLineItem table using Item, once that is done you should be able to filter the Item drop down in the grid by Preferred Vendor based on the user that is logged in. -Michael

cpitts, What is listed in the Summary property for your summary field?   -Michael

Hi Boyd, Thanks for the info. Are you refering to step 5 of editing a user? Does setting a role fix this issue for you? -Michael

Hi Boyd, Our dev team has figured out the issue and is working on the fix. I will update this forum when I have more info or when it is resolved. -Michael

Innovative, As soon as I have any updates on this or a resolution this forum will be my first stop :) -Michael

Innovative, Based on this extra bit of info I am now aware of what the issue is and will follow up when I have more details or a resolution. If you email me your contact details and your Method account name I can contact you but it would be considered consulting time (You would be charged up front and if your issue is indeed a bug you will be ...

Innovative- I tried this on the standard List Builder screen and it worked fine. [quote user="Innovative"]As i look again i have only 1 selection for "table" and it shows invoice table, somehow this has been changed from the update it is supposed to be "activities table"[/quote] I'm not exactly sure what you ...

Innovative, [quote user="Innovative"]I am still having issues with mobile screens it is leaving the cost of item blank in the grid and leaving the description blank[/quote] What screen is this happening on? Is it a customized screen or a standard screen? Does the same thing happen on the standard screen,? [quote ...

Hi Steven, I have had another user report this issue as well and am in the process of trying to duplicate it. In situations where a custom screen is causing an issue we suggest testing out the original screen just to rule out any potential issue with customization, this can normally be done by simply going to Customize > Screens and ...

Hi Ramesh, One option could be to add a grid to the screen with checkboxes and use the values(ItemSize) from the grid that are checked. -Michael