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First you'll need to create a link to the Activity table from Invoices so open up the Customize > Tables/Fields screen and click on the Invoices table. You'll want to Add a New Field and give it any name (this field just creates the link). Select the Field Type as a Dropdown and click Add Field. You'll want to ...

[quote user="MikeB"]The initial load for the 4th doesn't initially work, but then works when I select a rep ID.[/quote] The only workaround I can think of is to use an Enter Value Into Field On Screen action (if the user is the manager) to change the drop down to a sales rep that doesn't have this problem.  Then call ...

 There's a hidden refresh button that is activated on screen load. The first 3 reports refresh fine. The initial load for the 4th doesn't initially work, but then works when I select a rep ID.

I have a field in the "Activity" table that I want to link to the "Invoice" table. How would I go about doing that? It doesn't work when I just link them to one another.

[quote user="MikeB"]Hmm...I'm close...[/quote] There's an action to refresh the charts, try adding a refresh chart action for the last chart onLoad and see if that doesn't help. ~C

 OK, the manager has a sales rep ID which I added to the dropdown list (from the SalesRepFilter table). I also made the dropdown default to the manager sales rep ID. After unhiding everything, the sales rep list field now shows 5 reps (4 + manager), the dropdown shows the manager sales rep ID and the Assigned To field now shows the ...

[quote user="MikeB"]I can try to add the manager's sales repID to the 1-row dropdown reference table and see what happens.[/quote] I just thought of once place you could adjust that might prevent the error message.  Under Customize > Users click edit on the manager's login look for the Link to Employee/Vendor/OtherName ...

 OK, thanks - a little more... Report 4 really only has 2 fields that associated actions use for defining/filtering: "AssignedTo" and "Date" functions (the past 4 weeks). The "AssignedTo" field is populated using the "User - UserName" value from the screen. When I unhide all the fields and log in as ...

[quote user="rhelmer"] How would I exactly go about customizing the screen to  have multiple ship to's per mentioned above? I just need a rough idea and I am sure I would get there. I have some customers with several hundred ship to's so doing through method would be best for my sales staff. To be perfectly honest it ...

Updated Method Integration Engine for QuickBooks Desktop The following updates are now available on the version 1.0.207 of the Method Integration Engine. Small change to error detection from QuickBooks, fixing a bug introduced by version 1.0.206. The bug was when certain QuickBooks errors were raised, the sync engine would report an ...