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I'm assuming you followed along with the tutorial and created a copy of the CRM_CustomerList screen then edited it to include a button with the Generate Report action in it correct? If so then go to Customize > Screens, hover over the screen you customized which will have it's name bolded, then click the View button on the left of the ...

Alright I just did the same thing you did, but instead of using County I used my own custom field. I was able to get the field to show up on my report successfully. Two things that could be the cause here: 1) The linked field you used is not linked correctly, i.e. it's linked to a dropdown field which is associated with another table. ...

I am a new user and am not certain I am on the right path.  What I want to do is create a checkbox field for each contact specifically as a yes/no for newsletter subscriber.  There may be multiple contacts per lead/customer that I want to be able to differentiate this between so I don't want the checkbox itself tied strictly to the ...

My question is how to make this process of syncing and transferring contacts as simple and efficient as possible. Any suggestions would be greatly appreciated. Thanks, Matt

Paul, Although Custom Colors is saving I noticed that I I enter in a HTML color value the color that is displayed is different. For example under if I change the Grid Header to #67b9c7 it actually displays #6ab3b4. These are two different colors and I am not suite show what the code is doing to come up with the outpur color. Is there a way to ...

Mike, I was able to recreate this.  I'll put in a ticket with the team, and update you when it's fixed.  In the mean time, you can add the discount separately and it should reflect as a negative number.   - Adam

At Method CRM, we’re firm believers that online is the future for small businesses. I mean, we did create an online app after all! This month the first SmallBizVCon is being hosted by Stacy Kildal and Dawn Brolin, both avid users of online solutions and named CPA Practice Advisor’s list of “2012 Most Powerful Women in ...

Neil, I've been testing a number of scenarios to see when the code works and when it doesn't.   I'm getting a bunch of different results depening on where the code is being passed from and viewed on the end result.  I'm going to put in a ticket with the team so they can look at this further.  I'll update ...

Thank you for the help Adam. Did you ever conclude if the Character function "JOINS with" is throwing the code or not? Neil

John, This has been fixed. - Adam