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Hi Mike, You are correct, when using the "Loop through Table" action, you do not have access to any other SQL commands other than the "Where" clause, you do not have access to the Advanced Script features that "Retreive value From Table" can offer. -Ben

MikeB, Glad to hear its working.  What you changed it to makes much more sense, since you're then comparing the recordID to the current row in the loop.   - Adam

One question on that: When linking to the document, will the URL be for the document itself or for the record in the Documents table. Would I be able to launch the document and print it from the Activity detail page, or would I need to go into the Document record detail page for that document and launch it and print it from there?

It works now, but I'm not sure why. It tried it with single customers, and with accounts that had the same parent name, and those worked. I noticed that the "Where" option allowed me to say: Where RecordID (in the customer table) = Value From Screen RecordID (in the Customer table). Strange how entering the same field on both ...

I would like to know if Method CRM will work with Active Books in a hosted environment.  Here is a link to Active Books:   http://www.activebooks.net This hosted environment would consist of QuickBooks Enterprise solutions with Method CRM and Active Books for up to 10 simultaneous users.  Active Books is an add-on to ...

MikeB, Have you tried updating the field with a static value to see if the error is in how the data is getting pulled from the Activity table?  While the error happens at the update action, the source may be somewhere else.  Perhaps limit the records being updated and put in a field to insert the values from the Activity table. ...

Hi MikeB, Sorry I should have mentioned this in the other post. The large amount of character strings you see is the data from the file itself.  If you export the document table, you'll see the same thing under the document field. I don't think would have any affect on the loop actions unless you are tyring to use information from ...

Hi Juliet, This really depends on how you wish to treat them.  If they are separate customers (you bill them separately as each buys different products or services) then I'd enter them as separate leads.  Then when they become customers, you can add them as a job of customer, with each store being a job of a main customer. If you ...

Just want clarification: It's not possible to use SQL advanced script for the "where" portions of looping through a table, right? Unlike in Retrieve Value actions where the Advanced Script option is available.

Hi James, It is possible to add new "Lead Ratings" to the existing list (Cold, Warm, Hot).  You would have to create a new screen and base it off the "LeadRatings" Table. It should look similar to the screenshot below (You can use whatever name you want for step 1, and you don't necessarily need to add this ...