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I will put together a detailed description of what I did and have it ready for you tomorrow...
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Helllo,
I created a new screen in which clients will enter personal information about themselves. I created a link within the client portal to direct them to this screen. Everything seems to be working fine accept that when they complete filling out the screen, it appears that nothing is saved in the grid. It was working fine ...
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Hello,
I set up a seperate portal for my employees to enter time sheet entries, so I have it tied to the time sheet entry screen. I would like them to only have the ability to edit their own time sheet entries, but I can't figure out how to adjust the setting on the grid so that they can only see their own entries. Can someone ...
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Hello,
I created a dropdown menu to allow the selection of an employee that will be associated with the client's account. This dropdown has it's own table and is referenced in multiple screens (i.e. new opportunity and customer screens), including a web form that is available for clients to make online requests through ...
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I customized the "new opportunity" screen and everything appears to be working fine. However, I keep getting this message when I save all the information:
The Customer Name DropDown containing , is not a selectable value.
Additional Information
Action Sequence Order:140
When I enter a new opportunity, everything seems to ...
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I'm trying to duplicate a calendar within the 'My Calendar' screen to show seperate calendars in order to reflect the availability of multiple conference rooms. I would also like the calendar to have the same functions as the current calendar that is already in the screen. Is there a way I can duplicate the calendar or do I ...
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I am working on the time sheet entry screen, and I added a drop-down field for "Location," as it is reflected as an option to add which location a service is provided in. However, I am having a tough time getting Method to sync with QB Online to reflect which location a service has been provided in. This field should already ...
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Nevermind, I finally got it...thanks!
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I have everything set up this way, and it only sends the date entered into the DOB field to the Age field. It appears that there isn't a calculation made, but I'm pretty sure it's entered correctly. Does the field that it's send to need to be an integer field instead of text?
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No matter what I try, nothing happens.
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