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Jvandelicht, The only other area of the system that may block access is if your role does not have access to the Screens tablink in the Customize tab. You can go to Customize > Tabs > Customize and make sure your role has access. If this doesn't work, you can turn on MethodSupport by going to Customize > Users and making sure the ...

Hi The right hand side of the screen comes up when you select a customer from the scroll down menu. A customer has to be selected before the contact infomation comes up along with the Notes to the right.  Please see screen shot below. Many Thanks.

Adam,    That entire section has been enabled. We double checked it and it looks just like the image above and I still am not able to do this customization. Thank you,

Hi Laura, Unfortunately I can't seem to replicate this issue on my end, and it isn't something that we've encountered before, so I can't offer any immediate suggestions. If you've got the time, please give us a call at our support line (1.888.925.6238) and we can try and work through the issue on your ...

Hi Naeem   Thank you for getting back to me so quickly.     Please go to:- Activity – New Activity – Select Contact (from the scroll down on the left) Then the ‘Notes’ section appears under customer contact.     Please see below a screen shot of the ‘Notes’ section ...

Hi jvandelicht, The administrator will have to go to Customize > Users and edit your user. What they will be looking for is Step 7 in the Edit User wizard: He'll need to enable Screens in the second section, and of course any other areas in those two tabs he wants to give you access to. Hope this helps, - Adam

Hello l.brandow,    I have been trying this out off and on.  I looked into the records I did create and it looks like the relationship between DocumentLibraryLink and the DocumentLibrary wasn't formed correctly.  I'm not sure how the records saved at all on second look.  It looked to me like a solution, but ...

Hi Laura, Apologies for getting back to you so late. I'm not seeing a "Notes" section on the right-hand side of the "Activities" screen. Can you tell me exactly where you're going and what you click to reach this note section and submit a note on an activity? Cheers, Naeem

While I'm at it... is it possible to edit the Employee Screen with more fields such as tracking whether or not they have their immunizations?  Again, I do not need this info to transfer or sync with Quickbooks.  Just need to track which of our staff have their immunizations up to date. Thank you! Meghan

Hey Greg, Thanks for the response. I'm not seeing an invoice (or any report) automatically added it to the DocumentLibrary table. I clicked on the print preview on the invoice screen. A report was generated with this ...