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Hi JWS, I addressed this issue on your other question here. Let me know in that thread if you needed any other clarification on the matter! Cheers, Naeem

Hi JWS, First, can you make sure the screen you are editing is the right one? You may still have the stock "Sales Orders" screen up (which is not editable) -- hover over the "Sales Orders" link and make sure it says that the corresponding screen is the one that you edited. If it's still pointing to the stock screen, you ...

Just a note -- this method of filter roles hasn't been fully tested, so it's possible that it doesn't 100% work. Be sure to test it well to make sure it's operating. If it doesn't work, do let me know and we'll come up with a different solution. Cheers, Naeem

Hey JWS, There's a couple different ways you can do that. The easiest way, since you already have roles defined, is to set up two different filters in your grid, and then restrict the roles that can view the filter (edit filter > step 2). So, let's say you have two filters "All sales orders" and "My sales ...

i JWS, So, if I'm understanding correctly, when your dealers go to add a line-item, at present they see all of your raw materials -- you want it so that when they click the "Item" drop down, all they can see is the Shed Styles and Swing Sets? Okay, so if my understanding is correct, this is how you want to approach it: go to screen ...

Hey JWS, Your best approach is modify one of the existing roles (or create a new one) and restrict that roles permissions to only be able to view a tab group. In other words, you could create a role called "Dealer", and restrict their permissions so they only see the tab links "Fill out a sales order" or ...

Hi Nebo, This does sound a little strange, I am unsure exactly what is happening here without being able to look at your account.  Would you mind turning Method Support on for your account so I can look at it myself?  This can be done by going to Customize->Users, then locate the "MethodSupport" user and make sure there is ...

Hi James, There's no reason in your case to keep around any of the contact data, so you should go ahead and delete that too. :) Cheers, Naeem

No problem James -- have a great day! :)

Hi James. Sorry for the delayed response. To clarify: the "customer" table is literally a view of the entity table. That's why you'll never see the "customer" table (or vendor, employee, etc.) show up on the Audit Trail -- they're all just different views of the master Entity table.  Any updates, ...