Method Community

Hi MikeB, Minimum length is 6 characters, maximum is 10 Numbers are not required Special characters are allowed but not required Hope this helps. - Justin

Hi davewalter, You can do this but you would have to create a calculated field, using an expression like: Iif(Activity.IsChangeOrder == 1,1,0) This will return 1 if IsChangeOrder = Yes, and 0 if not. You can then use a Summary function to total up the 1's and 0's, resulting in a +1 for every Change Order. Hope this helps. - Justin

Hi Mahlon, I've confirmed this is working on Android & iPhone. It may be blocked by a pop-up blocker, so check there and see if that's what's causing the issue. - Justin

Hi Mahlon, I've opened a ticket with our development team for this, I'll keep you posted via this forum thread. - Justin

Hi Mahlon, I've opened a ticket with our development team for this issue. I'll keep you posted via this forum thread. - Justin

Hi Melissa, The main difference between the two versions is that with the basic CRM you cannot create any custom tables or install any of the additional apps found under Customize > My Account. You can still customize screens that already exist, create new screens based off pre-existing tables and configure the fields for those ...

Hi NickZeik, You can select the default print report for various transactions by navigating to Customers > Invoices and clicking More actions... > Customize Print Templates.... Assuming you haven't customized your portal to display a specific report, this should do the trick. Hope this helps. - Justin

Hi Marcelo, Ensure that any columns you're hiding/unhiding are set with their width not as a %. Unchecking the box under "(as %)" for your hidden columns should resolve this issue, though you may have to experiment with changing the widths to make it look the way you want. - Justin

Hi Alan, You'll want to make sure the Go Back link on the New / Edit Activity screen is pointing to your custom screen. Hope this helps. - Justin

Hi Marcelo, Please email me the name of the screen this is happening on and which grid it is happening with. I will take a look and post back here with some insight. - Justin