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Hey Maureen, I did take another look, first I wanted to confirm which Roles you are referring to, is the ones listed under ‘Customize > Roles’ or the Roles on the Users table that references the Tab Groups? Knowing this we can put together a efficient solution than the quick one I put together that may leave room for a lot of ...

Hey Jason, In terms of Report Designer, we do not have a full documentation of all the Tables/Fields. If you have any specific questions in terms of any Tables or Fields to use in which case - I'm more than happy to help.  -- Mortaza

Renaming objects with actions can cause actions to break. For example, I have a button named Save with another button calling the actions from Save. After I renamed it to Save & Back, I had to relink the actions on the Call Another Action set.

The Go to contact action on the new activity screen should have a Save All action so any changes are save in the event you look at the contact during the creation of the new activity.  The Go To Screen also needs an Internal Note

Cameron, You can duplicate an estimate. but as Val stated you need to add a button with actions to insert records into Estimate Table -  which gets you a new header record and then insert records into Estimat Line table using the Action Result RecordID from the Estimate Table record you just created.   If you would like help, ...

Michael - thank you for your post and patience as we work through this issue. I aspire for Method to be a customer centric company that provides small businesses an experience and solution that is customized for the way they want to work, and of course is stable and reliable. Admittedly, this doesn't always come through in our execution... ...

Is there a way to set up a customer Opportunity Report to filter by Campaign? Thanks

Hi Cameron, Unfortunately, there is no way to change the table once that particular action has been set up (the insert record into table action) so you would need to start from the beginning by selecting the proper table. In case you’re curious, if we allowed users to change the table it would open the door to many potential errors. ...

We are working through the quirks of setting up report templates and other things related to tables and while we are usually able to figure things out, we frequently have questions about a particular field or table. For example, "is this the right field to use? It's displaying empty - what is it supposed to contain?", etc. So far ...