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Hi Matt, The activity notifications are sent using actions on the Save buttons.  If you edit the save button and take a look at the actions, you'll see conditional statements that check to see if the user has checked the send  email notification option.  If this is checked, another action set is called that sends the ...

Jason, Thank you for your reply. Because we need to have 1 field edit on screen so we are still seening the blue bar but at least we know that we did not missing some obvious function that we did not check. Thank you again for your help and I hope that issue can be resolve in the future updates.

Yes. You can name it whatever you like, but "JobTypeName" would make the most sense. This forum post explains linked fields in detail if you're interested.  - Jason

Specifically I would like to be able to display the company name in this email notification not just the contact name. I found the email template for this notification but now I cannot make the company name be displayed. Matt

Girf, Another suggestion is to click the "Finish Editing Fields" button for the estimate table and any of the related tables for the screen. - Adam

I am trying to autopopulate the "Contact Name*" field (the Name field) on my "New Contact" screen with the company name based on selecting "Main Account" as an option in the Job Type dropdown. First, I tried to use various fields from the screen and none of them are populated in the Contact Name* field. There is ...

What screen is associated with the New Activity Notifications ie. the email that is sent out to notify an employee that an activity has been assigned to them with the minimum contact details of the customer it is associated with. What I want to be able to do is edit what information is sent out in that email notification. Is this even ...

Also, since there was already a Name field in the Customer table, I just named the linked field "JobTypeName". That's what I was supposed to do, right?

Yes, that worked - thanks. I didn't realize it was the Job Type field from the Customer table. I was looking at the Job Type table only.

John M - Thanks for the assist!  :) Grif -  An action sequence error indicates an error with a specific action on the screen.  In your case it is action #1.  You said this happens when you select an estimate, am I safe to assume this is on the select link in the grid of existing estimates (the grid on the left of the screen)? ...