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The total percentages on the columns of the Email Template list = 100 When I check the box to show the record ID fur use in customizations in can't display   Must Edit screen just to get this

Hi Alex, That can be done, I would do it on the Generate Report action. For example:  -- Mortaza

Hi, While generating a Pivot Grid, there is a "Filter Area", what is this for? Is it used to filter the data?  If I want to add a filter (like a date range), and apply this filter to a Pivot grid, is it feasible? Thanks. Alex

Hey Mahlon, I have created a ticket for our development team to look at the appended 0s and also the LineItemGrid not refreshing after a Save/New. I am also unable to replicate the Tax 0'ing out after Save action. Does it happen with any other TaxCodes? Or just that specific one? -- Mortaza

Hey Ben, I believe as Fran pointed earlier it will be a lot cleaner to bring this outside the grid and use a Pivot Grids and/or Charts. You can have 4 of each for each category or you can put all 4 categories into one Pivot/Chart. Using arguments you can filter each for how you want it set per category. Please take a look at our help center ...

I had a client contact me about an issue they were having with the Sales Tax Total on the New / Edit Sales Receipt screen on a specific Sales Receipt. They said when you click Save the sales tax disappears. I logged in and checked out the invoice and here's what I found.   When I click Save it turns to this  I ...

Hey Maureen, That's great news! Appreciate the follow-up for anyone else that might run into this error :). -- Mortaza

Hey Savanna, Agreed, I went down a deep tunnel looking for that information. I'll look at my browser history to see if I still have the link, it was very deep into their help center.  I did speak to our Education team and they have updated our help center article with the GoDaddy information:  Solution No. 84 -- ...

Hey, Update- as I read over this thread I realized we can skip step (2). During Step (1) you have an option to assign the Record ID to an Action Result, thus no need to loop the Table to find the Record ID. -- Mortaza

Hi Mortaza,   I just took another look at the screen and found in the save button actions that Action 53 Insert Records into Table had a line item for inserting information For the Opportunity field - value from screen, however I had deleted the Opportunity field from the screen.  Ah ha, that was causing an error of course.  :) ...