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all of a sudden in the last 72 hours the check box you describe no longer functions as intended i have been mapping columns correctly for all of my customers for a few months now with no issues.  Till all a sudden today it continues to include the first line item in the address the name thus making me manually delete all the names to get it ...

Valbon, I am executing a set of actions upon a text change in a dropdown field called CustomerBank. In that action set there is a conditional action dependent upon the value of the dropdown prior to the text change. That value is still stored in the table, whereas reading the dropdown field gives the new changed value. When I tried to retrieve ...

Exactly what I was looking for... now to figure out how to get this email editing tab into my Invoice/PO/SO screens. I'll start messing around with it and see what I can do. Come to think of it, I guess it may make sense to copy the info from my invoice over to the activity screen, and make sure every email that is sent out is a new activity, ...

smohyee - try this out on our standard screens. 1. Activities >>> New Activity 2. Select a contact  with a valid email 3. Scroll down and check the option 'Send an Email?' 4. Select an existing email template now… Notice that the email body pre-fills. Try change the contents of the email body by adding your own ...

Rolf, To make things easy, what's stopping you from using the retrieving for the field you are actually looking for? Using the Customer table as an example: i.e. if you want the actual text value of the CustomerType (drop down field) than retrieve that field or... if you want the record ID of that value use CustomerType_RecordID  

Rolf: That's a good point. A third option indicating no deliberate change was made would certainly help in some cases. Thanks!

By the way, I can imagine a setup for "custom" emails where I add a text field that a salesperson can write a personal message into, then use a merge field to stick that at the end of a email template. But before I resort to that, I'd like to know if I have the option for more precise control and editing of the email itself.

smohyee - great work on helping Rofl out!

I've gotten to the point in my customization where I am working on emails. The templates are great for standard emails, but often times our salespeople like to modify a templated email to put a personal message to a customer. What I would like to happen when I click the "Send email" button on my screen is for the actual email ...

smohyee, I've used numerous check boxes as part of a customer application process that employees fill in. With a default of unchecked (or no) I never knew whether the employees had actually considered that field or not, and have now switched to a dropdown with Yes, No, or blank choices(default is blank).  This provides assurance that ...