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Hey Sol, Great question. The issue in creating this function it relies on going to the name Customer.FullName in alphabetic order as per the Customer Grid (from the CustomerList screen). The next Customer.FullName does not always have the next sequential RecordID. For example: ID     NAME ---    ...

Mortaza, Did you find out anything further? Thanks

Hey Aaron, That's great to hear! The pros/cons for both routes do make sense. In terms of sending out Estimates I feel like the approach you have taken in my opinion is better. As you stated, giving your Customers an option to print only the Estimate they want is more user friendly. Appreciate the follow up. - Mortaza

Mortaza, Prior to receiving your reply I actually coded a solution the hard way which works well. I also tested the approach you suggested above and it too works, but works slightly different. When doing it my way, the PDF reports are individually generated and attached as separate files to the sent email. Doing it the way described by you above ...

I'd like to add a button to the customer edit window where you can move to the previous or next customer in the list based on pushing a next or previous button so a rep wouldn't have to go back to the main filter screen. I understand how to add the button to the page, but having the action advance forward or go back to a previous ...

Hey Aaron, I understand your question now. You want to be able to have an array of attachments in one action result. So you don't have to hard code how many attachments there will be and it automates on the fly. This should be possible as well. I would start by heading over to the Invoices screen and take a look at the Button under the ...

The issue was "Show Only common tables"

Hi James, Once again, I’m sorry that you’re having these problems. I’ve created a ticket and informed our development team of these issues. They’ll relay this to Rackspace to investigate, although it doesn’t sound like there’s much chance of Rackspace resolving this with Verizon prior to our migration ...

Hey Scott, To confirm, for step 2 were you exporting the Contacts table? When you export that Table you will see multiple entries with the same CompanyName. - Mortaza