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smohyee- What you are trying to do can't be done with filters on a drop down. You just need to recreate that drop down based off the Initial field in the SalesRep table. Creating a drop down based on the SalesRep table will ensure that anytime a new sales rep is added it will be avalible in that drop down. It will also only show unique ...

Hi Navitha, In in this post (above) you mentioned the following ‘AccountName is ServiceDirectgroupllc and the screen name is DDSOReport.’. Based on this here is what I did: 1. Customize>>>Screens 2. Searched for that exact screen name and made a copy 3. Viewed the screen directly from the list and exported the ...

Argh. Was hoping I could get access to the name of the report when generating it on the fly. I created a screen for my salsemen to email selected records very similar to Google Docs' email attachment function. Easier/faster than having to print/save attachment, then drop in a new gmail message in another browser tab. I don't want my ...

nevermind. i figured it out

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 ...