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For further clarification, I'll use a simple example: I have a Customers table, with all regular columns/fields I have a Certifications table, with 3 Yes/No Certification fields I added a dropdown in the Certifications table that shows the Fullname field from the Customers table. I called the field CustomerFullName. This ...

I'm looking to design the following type of screen: A grid showing list of all customers (fullname field in the Customers table) Certification attributes for each customer (Certification 1, 2, 3 levels, for example) are also columns in the grid. These would be checkboxes. These will be manually updated in the grid for ...

Is there a way to assign actions to a (hidden) button on a screen and run those actions every night at a certain time. I'm looking to create a customer status variable that is based on various things and would like to update that status every day automatically. Is this possible?

Yes, I had to change those since the original design was referring to the stock screen. Likewise, my Activities List screen was also a stock screen. Thanks

OK, so I added 2 linked fields to the Activity table: Fullname via Fullname (from Contacts) ContactsEntity via Entity (from Contacts). I called it ContactsEntity because there was already the Entity field I mentioned above. Anyway, those were available to be chosen and I selected Entity first, but there was still only 1 contact showing for ...

I need further clarification on this: The dropdown in my New Activity screen is based on the Contacts table and currently shows: Name via ContactsName CompanyName EntityType I would like the first column to be the Entity field. In my Activity table, I already see an Entity field, with dotted underlining, and when I hover over it it says: ...

Well, I tried it again and it initually worked. I exported the Customer table and the changes were in it. But after a few minutes (synchronization, I guess), I exported the Customer table again and all Contact entries that I had imported had reverted to their original states. Also strangely, when I pressed the "Changes Only Sync" button ...

So I did it with 4 records, and it didn't work. For example, in the Audit Trail I see the following entry for a MaethodAPIUpdateV2: The following query was created in MethodAPIInsert:Update accEntity Set [Contact] = @paramMain account Where RecordID = 537 at 4/25/2013 9:54:53 AM. But then I go into the account and it's not changed.

Yes, I did that with the RecordID Note - Your screenshot above has "Do Not Import" set for RecordID, which results in this message for me: ERROR:One of the columns you've selected in where statement was 'RecordID' which was not added in step 'Prepare Data' of importing. Please add the specified column and ...

Changing the Contact and Name fields individually in the Edit Customer screen works, however. Why would the upload not work? In this case, changing entries individually is not a viable solution.