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 Hi Cindy, Thanks for getting back to me on the Filter String Editor, I'll look into it some more and get back to you on the possibility of filtering those 2 conditions. Please let me know if you have any luck with moving the fields to the detail section.

Please refer to http://www.methodintegration.com/cs/forums/p/940/3190.aspx#3190 for a reply on this post.

Hello, I tried testing this out, by logging onto the default CRM Customer Portal as a Customer and then updating the 'Phone' field under 'My Profile'. The phone number for the Customer was updated in QuickBooks and Method in real time, no problem. Have you set up the Default Email Preferences under Customize > My Account? You ...

 Hello Wilna, The Job Name field on the Work Order screen is meant to be a short text description of the job. Examples of possible Job Names are 'Service Call' or 'Computer Repair' or 'Tree Trimming' etc. It does not appear on the invoice. The field as it appears on the table is called 'Comments' ...

 Hey Kandy, I was able to link everything when I created the report from the Entity Table, give that a shot and see if it allows you to do what you are looking for. Master Table: Entity Detail 1: Bill.VendorRef Detail 2: Billlineitem.CustomerRef Detail 3: Transactions.EntityRef

Hi Donham, We tested it and it worked fine for us as well.  

 Hey K.C. I just wanted to point out, my post above would be what you would need to do if we did not have that handy "Other Actions" button on the screen for you.    

 Hey K.C. Good to hear that you have been customizing reports!!! Now that you have your report done, you need to update your "Print Preview" button. Currently your actions point to the old report, you need to update it to point to the new report. Once you get that done, you should be able to start using your report right ...

 Hello Kandy, To link 2 tables you can use linked fields. Please refer to the following post to learn more about linked fields and how to use them: http://www.methodintegration.com/cs/forums/p/381/1191.aspx#1191 For the 2nd part of your question on how to add a date filter to a report, you can do this in the 'Generate Report' ...

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