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Hi.
Screen: Customer List -> Grid Edit Wizard -> Step 3: Filters
Object: Customer Grid in first section - displays list of customers and leads.
Filter View: All Customers
Problem: Buggy behavior when ...
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a little bit of slower typing along with the fix you guys rolled out seems to do the trick. Thanks for all your work!!
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That took care of it. Thanks!!
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the following pop up appears = 1 invoice(s) have been created. Would you like to be taken to the Invoice List? I choose OK and nothing happens. I'm still looking at the Add/Edit Work Order Screen.
Thanks!!
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Sorry Amanda, I completely missed this reply originally. I am still havign an issue here and not wuite sure what you mean above. Do I create a label and add this formula to the text property? Or do I create a calculated field? Either way, I can't get it to work.
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Thanks Val.
Just to help flesh this out, Employees are not automatically assigned a number in Xora. You have to actually go into their profile in the above menu and give them a number.
Also, the report by default doesn't show you the "Employee Number". You have to select "Report Columns" and ask it to show "Employee ...
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Hi Michele,
Can you please walk me through the steps you took to add the report to the screen?
If I understand correctly, you created a report called Lead sheet in the report designer, then you went to the Customer screen under the Customized tab. At that point did you add a button to the screen and added the Generate Report action to that ...
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The following question was emailed from a Method/Xora user:
“Valbon,
I'm now getting a different error message:
"Unable to add job for employee number:5xxxxxxxx5 no match found in Xora. Unable to add job for employee number:5xxxxxxxx7 no match found in Xora. "
I'm assuming the employee number in Xora is just their cell ...
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Thought I added a report to my customer screen. Report called Lead sheet. The screen says it was published but the report does not show up. Also did not see the prompts where I can indicate what records to process.
Thanks MIchele
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Hey Ryan.
Woot woot.
Thx for the update =).
~Joe