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I just sent it, thanks for your help!
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Hi Jessica,
Can you email me a screenshot of the screen?
-Michael
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So yes, to answer your question, the grid and the add new line item button is gone, but I never removed them.
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I added the actions into the grid. But when I did, the whole item section is gone, and there's no place on the actual invoice to input any item information.
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Hi Jessica,
Do you mean the New Line Item button itself? Or the grid that normally displays the the invoice items? Where did you add the actions?
-Michael
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I was working to create an action within my invoice "new line item" section and I created the entire action, but when I published it and then went to view it in the Customer Center, the whole "New Line Item" section disappeared.
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Hi David,
To use a linked field you will need a relationship between the tables this is done by adding a drop down field to the table. In your case in this new table you would need to add a drop down that references the customer table.
-Michael
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I have created a new table which I am trying to Link to my main Customer Table. However, when I try to "add a Linked Field"... nothing is showing in the pulldown menus..they are all blank. Do I need to create a relationship between the tables before adding the linked field?
Thanks,
David
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Silly. I'm not barking up the wrong tree. We just have different perspectives and differenet business needs. As I said previously, I'm glad it works for you, but for most people, I don't see the benefit.
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I'm not thinking about only my business either and with extensive engineering, business, and IT experience in businesses of all sizes from the very largest to the smallest I can say with confidence that I believe improving the performance and stability of key field updating and synching should be a priority for Method development and I applaud ...
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