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Hi Adam, Sorry I was not being clear.  I want to add a website address to the New Customer screen.  We would like to be able to launch to the customers website from the New Customer screen or the Edit Customer screen.  The customer will also become part of the companies website so they will be assigning the member a url to their ...

Hi Andy, I can check to see if a field that is part of another longer field name causes issues. For example, is Estimate.Customer rendering before Estimate.CustomerFullName can render. I can see situations where this may come.  I'll post back here on what I can find. For you purposes, since its a replicated field, I'd just use the ...

Thanks for the update.

Hi Charles, I believe the action is working, however depending on what you're tyring to see, the value may not updating just yet.  For instance, in my example, I added the IsFullyInvoiced field to the Existing Sales Oders grid. The grid does update, however that field in particular will update after the invoice is sent to QuickBooks and ...

Andrew, My apologies for my delayed response to your question. I'm going to try this out today to see if I can find a solution for you. Stay tuned! Jason

We have successfully imported and loaded all our US leads for a dealer campaign we are launching. We've decided to work our leads state by state. We want to filter our US lead list by state but we can't find a way to accomplish this without building completely seperate campaigns for each state. Studied the webinars, read the help center ...

Hi Vicki, What exactly are you trying to accomplish?   We do have the Create Short Method URL action that you can use.  What I'm not understanding is why you'd want to have a DataType to link you to the site?  If you are already on the site, why would you need to link to it?  If this is for an email template ...

I have edited the shortcut links in my original post, now they show both actions. What I'm trying to do is set up the record ID on invoices imported from third party software via API. I get the bills with line items, dates and everything imported via API, and I want to assign them a ref. number value on import. It could as well be RecordID ...

Hi, From the screens you posted earlier (they are both the same), you are taking the recordID field value and adding 0 to save it to an action result. A much better route to take would be to use the Assign value to action result or the Enter value into field on Screen. This of course is assuming that the record itself is already created.  In ...

The Estimate.CustomerFullName is a linked field to the Customer table. This was created at some point in the past, I'm not sure who by. And after exporting the table I can now see that that it replicates the Estimate.Customer field. Could this be the reason why the field doesn't display? Just for future reference.