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Allison,
The second post says you can't populate the customer email address and phone number. Is it the Sales rep or Customer email and phone you want to populate? If its the sales rep, they were added as linked fields, correct? Is the email field a custom Method field?
- Adam
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Gary
I'm not sure if this is your question but in order to get all the other info populated you would need an extra call. The flow might look like this.
Call Method to get the customer's record
Parse customer record in name:value pairs
Build up new estimate field and value arrays using customer info name:value ...
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I apologize if I was unclear. The customer email address and phone numbers are showing up on the Estimate screen. The problem is that I can't get the estimate "report" to display those values for a printed estimate. I have added that field to the report in report designer, but it is not pulling the information and displaying it in ...
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Hi Alison,
The estimate screen will automatically load the Customer record the way for instance the Edit Customer screen will. You need to add actions to retrieve the values from the Customer. If you edit and look at the customer:job dropdown, on step 2 you'll see a number of "Retrieve value from Table" actions. ...
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Dave, thank you for your response. I am creating my Estimate records very much like that. The problem is, when you view the Estimate record in the MethodCRM UI, the only Estimate field that is filled in is the Customer field itself - "Amy Smith" in your example. All the other fields that were present in the Customer record - Billing ...
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Ensure you're not currently editing any tables or screens. Once that's confirmed you should regenerate the tables associated with your report. To regenerate a table go to Customize > Tables/Fields > click on the table name, e.g. Activity, then click Finished Editing Fields. Rinse and repeat for the other tables, if ...
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Woohooo, that's awesome! Glad to have helped Let us know if you require further assistance.
- Ashur
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http://www.flickr.com/photos/46155768@N00/9034690009/
for some reason cant get picture to show on here so click above link
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Hooray!!!! It worked! Thank you so much!
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Moving this to the API forum.
- Ashur
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