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I need to give access to various employees to view various screens like edit cutomer, customer list document list, documents, etc. but I I do not want them to have the ability to edit anything on the screens besides adding new activities. Is there a way to do this? If so what is the easiest and fastest way?

Glad to hear. That didn't make sense to me either but I was happy it got the problem resolved for them. - Ashur

Brian,  To edit the post above, it turns out opportunities are already linked to the Estimate table by default. If you look at the Customers>Estimates screen you'll see the option to link an opportunity. See my screenshot below.  You will still need to add linked fields from the Opportunity table into the ...

It is cleared up this morning. It took the night for it to clear. I had it happen on an import once before about 3 months ago. It happens when you abort an import. Being a web/server side application, restarting the router on the browser side doesn't make sense. I tried a different browser so it isn't browser cache. I suspect the error ...

Brian,  To create reports you can download our Report Designer here if you haven't already. By default, estimates are not linked to opportunities. You could start by adding the opportunity number (RecordID) as a drop down field into the Estimate table. If you then add the field to your estimate screen, ...

Ashur, thanks. Is there anyway to change the alert? I can't find any reference to it in the actions on the save button.

Rodsstuff, Just to check that I'm understanding you correctly, you are in the Edit Lead screen, Activities section and clicking New Activity?   If so, that will bring you to a pop up of the New Activity screen.  The actions on the save button for that screen do not have the character function "Replace <<merge>> ...

Hi andy, This is happening because you're using a mobile screen. Mobile screens just use normal JavaScript alerts instead of our custom popups, and as far as I know, normal JavaScript alerts don't support HTML. Which is why the image doesn't display. - Ashur

Hi d.vanbaale, Is this still happening today? If so, try clearing your browser history/cache or use a different machine. I've seen this happen once before which was caused by a strange network caching issue at a users work place. They ended up restarting their router and that resolved the problem. - Ashur

Hey Chris, Is this still happening today? If so then try regenerating the Entity and Customer tables, along with the table which the Dropdown field pulls data from. To regenerate a table go to Customize > Tables/Fields > search for the table and click on it > when the new screen pops up, click Finished Editing Fields. Try editing a ...