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When you create a dropdown field all the values that appear in the list are actually in a different table.   When you are in the invoice screen, for example, the Customer dropdown shows you all the customers from the Customer table. So in your case you created a new dropdown field, I'm guessing, in the Customer table, called say ...

Another thing about these user created fields. How do I get it to show up in Report Designer so that I can incorporate it with the printed version of the invoice?

More specifically, it's a dropdown field that I want to add more options to when I drop down.

I created a new field in the InvoiceLine table. Is it possible to edit this field, or do I need to delete and start over if I want to make changes? Thanks, Andy

Hi Jonathan, I’m trying to replicate this in my test account and everything seems to work. I tried calculating OT by both day and view. So, let’s see if I can replicate it using your exact data. Can you please email me the following: Please walk me through the steps you take in Method as best as you can. Include screen shots of ...

Support, When trying to calculate overtime (Allocate Overtime by View) I get the following error: "The remote server returned an error (400) bad request". The first this was noticed was 4:00 pm yesterday and then again at 9:02 am today. Thanks! - Jonathan

k.leeser, Currently there is no one-step way to delete information from multiple tables but you could use actions to do this. -Michael

John, If you take a look at the Print > Print Selected invoices button actions on the Invoice screen it should answer most of your questions. Essentially the way it works is that Method loops through the list of checked grid items and builds a list of RecordIDs that will be used to create a dataset that is passed to the report.  So when ...

We have created a bunch of test leads through the web form. To delete these I have been deleting first the Activities and then the Opportunities in the Sales Center and then deleting the Lead in the Customer Center. Is there a 'one-step' way to delete data from multiple tables?

 I think everything is all set. Going live tomorrow. Thanks for all of your help.