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Andy, That is definitely possible.  You'll need to create a link between the Activities table and the Invoice table. - Adam

Hi VLocke, I'm a little confused by this.  Were able to successfully save the old report in the new account?  You should be able to do this by logging into the Report Designer, and opening the report.  Then go to File > Save As and Connect to the new account before you save the report.  That should save it to the new ...

ahe answer to this is probably right under my nose but I have been having problems seeing it. I need to: 1. reassign an activity that is recurring so that all of that future activity are assigned to a new salesperson 2. delete an activity that is recurring so that all of that future activity are deleted

For further clarification, I'll use a simple example: I have a Customers table, with all regular columns/fields I have a Certifications table, with 3 Yes/No Certification fields I added a dropdown in the Certifications table that shows the Fullname field from the Customers table. I called the field CustomerFullName. This ...

Great work!  Glad to have helped, you seem to be getting the hang of the Report Designer, kudos! Let us know if you require futher assistance. - Ashur

We received the below question by email from Patrick: [quote]I need to delete a section in cases I accidentally created as a customized section, how do I do that? Also when editing a case dialogue how can I copy the notes section or email that out to a customer if he/she asks for a copy of work that was done? Thanks[/quote] Hi ...

Hi Ashur, I know I've been bombarding you with questions.  My last post was lengthy -- but I wanted you to know that i figured it out and have it working well. thanks so much for all your help -- it made a huge difference. Suzanne 

Hi again, Yes, it seems that the Invoice-Short Description may have been a custom field, added thru Quick Books.  For now, we will not move forward with customizing the functionality to that level.  But I would like to use that field in my invoices as is.  I dragged it in, but it's not working properly. Goal:  The ...

I created a couple of web forms to include on the contact and request quote pages of a web site. The forms should create a lead and an activity. Initially they were working but somebody changed the values in one of the referenced fields (Activity.ActivityStatus). I had to go back and change the code in the form manually to reflect this. The form ...

Adam, when generating an invoice report we would like to list all the work orders associated with that invoice. So when creating an invoice from a work order that work order will be displayed on the invoice (work order number, description, date end etc...).