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This solution is a little different but should work fine for you... On your CRM_NewCustomer screen: In the column to the right of the Customer Name field drag out your custom jobnumber field then click Edit on that field. On step 1 click Advanced Options then check Read Only and click Finish. Next drag our a button object and put it on the ...

[quote user="dottie"]Any reason why this error is popping up?[/quote] Yes.  The new customer screen won't have an active RecordID yet - let me just re-work this solution for the new customer screen and I'll post again. Also the solution I posted checks to see if jobnumber is empty or not - so if your ...

[quote user="dottie"]I want to assign a project manager for each job creation. Is there a way to create a dropdown of Project Managers in the New Customer and Edit Customer screen even though some might not be users of Method yet?[/quote] Are your project managers employee's?  You could possibly use a field like Sales Rep and ...

[quote user="dottie"]I would like to rename the drop downs in job status to make it clearer for our employees.[/quote] This change is made in QuickBooks but there's an issue, QuickBooks SDK does not allow us to actually see the custom captions you input.  If you made this change it would only be visible in QuickBooks. ...

I did the customization under the new customer screen2 because the all my curerent customers in the edit customer screen2 already have job#'s, I have assigned previously and I do not want to change them. In the new customer screen, I followed all the steps and put the job number box where I need it (by the customer name. However, I am ...

I think the best solution for you here is to utilize the RecordID from the customer table as the jobnumber.  You're guaranteed that: All numbers will be unique; Your customization will be minimal. I just made the customization on my end and tested this to be working.  Make sure you add the custom field in QuickBooks and sync ...

[quote user="Rolf"]I can't change the field type because it's the Quckbooks Net Pay field.[/quote] I had a feeling this might be the case - there's not much you can do other than to utilize on text change actions to correct the display/input. ~C

Thanks for your efforts on this Chad, You're getting the same kind of results that I did, which is of course to be expected.  I already tried all the workarounds you suggested, including this last one, none of which actually get rid of the issue. I can't change the field type because it's the Quckbooks Net Pay field.  ...

[quote user="Rolf"]Any suggestions on how to fix this?[/quote] One last approach, which might be the prefered solution, is to use 2 character functions followed by an enter value into field on screen - like this. The first action get's the position of the . The second action get's all the characters to the left of the . and ...

[quote user="Rolf"]Any suggestions on how to fix this?[/quote] Another approach would be to use a Basic Math Calculation on Text Change to multiple the field by 1 and round up or down as desired.  If your field type is Decimal or Money it'll still store as .00 but it'll be consistent. HTH ~C