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Also for the field "Vendor Rating" that I am going to add in......since the value is going to be a %, what field type would i use?   Decimal and then change the formatting to show it in %?

Hi David, Looking into this further, creating the report would be quite simple since you're not using the PDF version of it and instead are just making a CSV.  Then, for your Generate report action, be sure to set the Report Type as CSV.  That will create the report as a file you can load into Excel.  The action result can ...

Great instructions Jason!  Can you show me instructions for how to place the action into the select grid link?   I dont think I have ever seen the select grid link options before, not even sure where to go to find it. Also, the next step of my project is this...... I already have 2 fields called "RMA Count" and ...

I searched the forum but (surprisingly) couldn't find anything on this issue. Anyway, how do I apply a company logo and specifically formatted text to an email signature? Is that possible?

I have added a documents section to a test vendor’s screen in order to test linking brochures from preferred vendors to estimates and possibly purchase orders. Uploading works fine. How is the document then “attached” to a transaction? Is it simply by using the ‘Link an existing document’ set of actions on the ...

It is going through GMail. First I'd heard of that, thanks.

You can get leading spaces to 'stick' in a field in Method by using the HTML code for a space.  Instead of typing spaces, type   (ampersand-n-b-s-p-semicolon) for each space you want.  Method will read the code as a space and save the entry with the leading spaces.  The code will not appear in the saved entry. ...

That worked. Thank you very much. Ive been trying to figure this out for days.

JWS, I've tried to figure out a way to accomplish this, but haven't as of yet so I'm not sure if it's possible. Why do you need to add spaces before the text? Is it for an estimate print? If so, it may be easier to just move the fields on the estimate report over a touch. Let me know if this works for ...

Hi, The Entity field in the Transaction table will show the fullname of the Entity.  The FullnName is contructed by the ParentFullName and Name field separated by a colon (Parent:Job).   Assuming you're putting this field on the Edit Customer screen, you can set a filter on the grid. Filter the Entity field and select Contains, ...