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OK, that works, but now I have another issue: The grid I'm looping through is based on the Contacts table and is filtered to show "parent" entries only (ie. ParentFullname = blank). What I'd like to do is loop through the checked rows in the grid and update the following: The parent entry All subaccounts where the subaccount ...

I have a grid based on the Contacts table. and one of the columns is a Yes/No field called "Dormant". I would like to check certain rows in the grid and then update those fields in the Contacts table using buttons. Let's say I have 2 buttons called "Make Dormant" and "Make Active". So...Let's ...

I've tried to upload things like "No email" and "None" into the email field for the particular orphaned contact, but all that does is create MORE orphaned contacts with no identifying information whatsoever. No entity, no name, nothing. Please help - this is an annoying issue that I feel has a simple solution that I'm ...

The contact does have a value in the Entity field: eg. 1234, however, when I export the Entity table Record ID 1234 is not in it. So...how do I get rid of this contact? Thanks

I have a dummy contact that I need to delete (or at least delete the email associated with it). When I try to delete the email address using the stock CRM_CustomerList screen, I get a notice that says "FullName is a required field and is currently blank". When I try to delete it entirely I get a message that this is ...

How do I set up a documents portal so that customers/vendors can download documents pertaining to them specifically? I think I'm OK with creating portals, I just need clarification on who would be able to see what in the Documents environment. I thought about the following simple setup for the portal: Portal Documents tab showing a single ...

Interesting - thanks. I was wondering why it wasn't there but why I was able to drag the Notes field in from the field list. I had to check the Entity/Customer tables first

When I try to delete the contents of the Notes field on our Edit Customer screen, the note keeps reappearing. I even did a separate test where I linked a copy of our Customer List screen to open a copy of the (stock) CRM_Edit_Customer screen, to which I had added the Notes field (it's not in the original stock screen). I deleted the ...

I'll give you some precise details in the following scenario for creating new activities: I'm on the Edit Customer screen, and the tab header and information fields all reflect the same customer/account/entity. I can launch a new acvitity using the New Activity button that is unhidden when I go to the Activities tab, or from a ...

When I view all posts made by me, there are tons missing - including one from today. How is this possible? Is there a way for me to see them? It's very difficult for me to track and revisit outstanding issues. Thanks