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I'll give you some precise details in the following scenario for creating new activities: I'm on the Edit Customer screen, and the tab header and information fields all reflect the same customer/account/entity. I can launch a new acvitity using the New Activity button that is unhidden when I go to the Activities tab, or from a ...

David, Just sent you an email with all PHP code for review, along with the account name. Any further questions, feel free to email me directly. Best, Charles

Hi Meghan, Do you have a table also named EventType? If so, I'd also regenerate that table as well. If this doesn't solve the issue, feel free to email me the Method account name and enable MethodSupport on the account. I can take a look and see what the issue might be. To enable MethodSupport, go to Customize > Users and make sure ...

Radwan, Another question.  Everything indicated that I needed to delete this extra customer.  So I did and I did full sync but not you can see the total balance due but the invoices that make up the total balance are not showing up on the customer transaction list like other invoices.  The invoices are still in QBO. ...

Ok, I think I have figured out the workaround...I just need to make multiple fields, one per phone type, assuming, I guess, that each Entity has only one Mobile number, etc., like: IsSMSMobile, IsSMSPhone, IsSMSAltPhone, etc.?  And put these adjacent to the related field on my screens?

I have added a Drop Down Field to my Customer Screen called "Event Type".  Everything seems to be fine in the edit screen.  However, when I try to select that Drop Down in the actual Customer Screen, it gives me the following message: It appears the table 'accEntity' needs to be regenerated. Go to Customize > ...

Ben, If you've completed a full sync since installing the beta engine, you should see the new fields and tables.  Could you enable MethodSupport and email me the company account?  I can take a look and try to find them. - Adam

Shaya, Great to hear. Thanks for posting the resolution. I'm sure it wil help others. - Adam

Thanks, Naeem. It looks like a near miss. Here is why:  In Entity, I see a bunch of fields, which are things/data attached to an "Entity". The problem is that both AltPhone and Phone are in there, as well as any other custom phone fields there may be. A single IsSMS field is not going to cover it, because the idea is to indicate ...

Hi jvandelicht, What you could do is to edit the CRM_Listbuilder screen and add the address fields to the grid on Step 2 of the Listbuilder. To edit the screen, create a copy of the CRM_Listbuilder screen then edit the copy. Once you are in the screen designer, you can edit the grid in Step 2: You can see from the screen above the Edit option ...