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Hi VLocke, It sounds like you are close, however it depends on how you have setup the Class Dropdown field in your Customer table.  You should be good if added the new field by going to Customize->Tables/Fields, then created a new Dropdown Field Name (in my test I called it ClassCustomer), and when you click "Add Field", you ...

Looks like that was the issue, the dashboard that I was viewing had to be copied/edited to include the Notes field.  Thanks for your quick response.

I just made some basic changes to the opportunities screen that I customized and now when I click save, it's showing an error stating: The Customer Name Dropdown containing , is not a selectable value.   Additional Information Action Sequence Order:350 I noticed this change after I changed the name of the tab itself, from ...

Karen,  You could also try this. Take a look at the Generate Report action inside the Print Preview button on the Sales Order screen. If you mimic this action on your new email button, and create an action result, you can use this action result in a Send Email action. Put your action result from your Generate Report ...

Hi Karen, I think the best bet is to reverse engineer the Email notification when saving? check box and the Save & Email button from the stock estimate screen. Unfortunately this functionaility isn't built into the stock sales order screen so you'll have to build it through customization. It looks like it could get pretty ...

I would like to be able to assign a class to a customer and then have that class automatically be pulled into class on an invoice when that customer is retrieved. I have the class dropdown coming up in the customer screen and it seems to me like I may need to save it to another field and the retrieve it from that field into the invoice class ...

LJR, You may have used the wrong fields. For example, in an Estimate report the Desc field you would use is called EstimateLine.Estimate.Desc. To find this field from the field list, go to Estimate>EstimateLine.Estimate>Desc (See my screenshot below). If the Desc field you chose is named EstimateLine.Desc, you may ...

Hi Ted Pikul, Has the 'Notes' field been added to the customer dashboard screen you are referring to? According to the message you recieved back from the api everything went through no problem....and the API is pretty rigid about throwing errors when something goes wrong. Dave  

in Estimate, I can choose email notification when saving, then my customer is able to receive the link to look at the PDF estimate,  how could I do the same thing in my sales order?  Thanks.

You're right, I was slightly mistaken.  The screens changes will show, however you'll need to sign in to the live site first.  You may see that occassionally when you sign in, there are some screens that generate before you are completely logged in.  This is what needs to happen for your portal screens before they will ...