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I'm getting this same error, except on Line 80.  i don't get the error when entering an activity, just when I have the Schedule a follow up box checked and enter details into the follow up fields.   Insert Records Into Table Failed. A Dropdown field from the screen was not found. Please edit your actions to ...

You could also try using viewaccCustomer.fieldName or viewaccEntity.fieldName when referencing QuickBooks specific tables. Reference forum post: https://www.method.me/cs/forums/t/5538.aspx James

How to create a very simple SQL override in a custom grid. My grid is based off the customer table I thought I could look at the current examples on the standard screens as a guide. This is what I tried at first: (CASE WHEN viewCustomer.Contact IS NULL OR viewCustomer.Contact='' THEN '' ELSE + viewCustomer.Contact END) + (CASE ...

I had a situation where I exported from a solution table on one account, and imported into the solution table on another account. The export / import process did not retain the HTML formatting. Am I missing something?

Hey Mahlon, Thanks for bringing this to our attention. I have created a ticket for our development team and will update our thread as soon as I hear back. -- Mortaza

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 ...