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I successfuly created and added new fields.  However, I'd like to add another option to my drop down list.  You mentioned that a screen is created where I can do that.  I've gone to edit that screen and have clicked to edit the grid but can't seem to see where I can add additional options.

I appreciate your help.  What you are saying makes sense.  However, I don't know how to link the fields via the entity table.

Thank You Ronen, I have been using a different field service application for the past two years and we were able to assign the Work Orders to multiple people for the simple reason that many jobs require more than one person.  In that case it would show up in the calendar that both employees would be on that job.  For scheduling that ...

Hi wmcfall, For question 1: For the work order screen, you need to make sure that you set the filter to show “All occurrences”. That will show you all of the Work Orders that belong to all users.  In the calendar, you will be able to see all of the users that are assigned to the admin. To be able to do that, in the Calendar ...

Thanks for that, now the drop down is showing. My next issue is that every repetition of the same Sales Rep is showing up. So it won't just list "CT, KJD, SAM". It lists "CT, CT, CT, KJD, KJD, SAM, SAM, SAM, KJD, KJD, KJD.." and so forth. I'm guessing that I can use the filter step on the drop down edit screen to make ...

Hi guys, I found this thread cuz I had the same question as the OP. My followup question: but what about the "Sales Order", "Purchase Order", "Invoice", etc screens? The Sales Order screen has a section on the left side of the screen (with a grid for listing existing Sales Orders), and the remaining sections (with ...

Sam- It because you made the drop down read only, it doesn't have to be read only. You need to base the drop down off the SalesRep table using the Initial field. -Michael

Michael,   Thanks for the suggestion. I'm running into problems creating my drop down objects, however. I've created a drop down which I've stuck in the cell above my grid. Here's what I did in each step of the editing of that drop down: Step 1: I named the caption of this dropdown "Sales Rep", and changed it to ...

Hi Blake,  You can change the name of a report by clicking on the … beside the “Choose Template” dropdown in the “Send an Email” section when you create a new activity. In the “New/Edit Email Template” screen that comes up, you can select the template on the grid on the left which will then ...

We customized our invoice and now I have 4 versions. How do I find which one is active? Second thing is that my invoices show that there is tax (box is checked on reports) we are non taxable. this shows up in quickbooks online> how do i remove this auto chekmark?