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Scratch that, I just got it working! After I repaired the linked field, I just added Activity > County in Report Designer and it worked. Thanks!

I created my custom field in the Customer table as well. Did you delete your linked field then re-add it to point to the Entity table? - Ashur

I followed your instructions to the letter, and I made a fresh copy of WorkOrderV3, and it's still not working. Could it be that my custom field was added to the wrong table in the first place (Customer)? Which table did you create your custom field in when it worked for you?

Yeah I heard of one user experiencing something similar on Windows 8 while using Internet Explorer 10. However, using Google Chrome or Mozilla Firefox works fine. - Ashur

Suzanne, That doesn't seem to be an option for a page header.  Another option would be to use a Group Header instead.  With a group header there is the option for Repeat Every Page under Behaviours.  If you look at our stock estimate screen, that's how we built it. - Adam

I am using both.  Have these been presenting any issues for other users?  I'll try it utilizing a different browser and see what happens.

Hi, I have letterhead on the first page of my estimate, but can't figure out how to stop it from repeating on the 2nd and subsequent pages. I am looking for the field in the Property Grid called Repeat Every Page, but it does not seem to be there under Behaviors. To give more details, I am going to the Properties for the Page Header ...

XtekTrev, What do you mean by customer facing documentation?  Do you mean the printed Invoice and Estimates?  For that you can use the Report Designer to create a custom Invoice/Estimate templtea.  You can make a copy of the stock one and add/remove the fields you want on the invoice/estimate.  We have webinars to help ...

I am configuring our Estimate/Invoice screens and would like to have required entries not appear on printed customer facing estimate/invoice (Company Purchase Order/Cost/Deal Registration ID).  I am stuck here on how to have these fields not appear on customer facing documentation. Has anyone addressed this requirement in their own ...

Hi Jon, Welcome to Method! I'm impressed with how quickly you picked up on the customization aspect of the CRM, great work. What you're doing is perfectly correct, however I'm not sure why the field is jumping back to the main list when you try adding it to the screen, it should work. Are you by any chance using Windows 8 and ...