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When retrieving a value from a table, Field is not available from 1st value when select Criteria, until you Save and Back, then Edit again

I would like to send an email when a user submits information through the portal but I do not know how to combine merge fields into a single email. I would like to include relevant customer information from the customers table and also from the screen as they submit it. Can I use the markup TableName.FieldName in the Send Email action of the ...

EDIT: the problem was in our data - sometimes we accidentaly added an empty value. I have recently created a report using scripting (might be relevant) that calculates sum of groups based on specific criteria. While it works when I generate a report for a time window shorter than (about) 2 and half months, when the time frame is ...

Hello Method! We are getting a yellow pop up when we log in that says "Processed 500 records from a total of 512" Do you know why this pop up is appearing? Thanks, James

Callum, Mortaza and you may have already resolved this, but which Estimateline.estimatequantiy are you using on your report? Under the ESTIMATE teble list there is an ESTIMATELINE  Fied with a "+" next to it.  That is where you should be getting your Quantity from. Not from the ESTIMATELINE field listing .  I know its ...

HI Afrodite, You are asking good questions.  With all of the dates you want, I would generate a "pivot grid" report using the report designer and then display that report on your screen.  The pivot grid tool  gives you all sorts of date options.   Just a thought.  Also keep in mind how far back you have ...

Any word on this? Sure would be nice to have this fixed.

Hi Mortanza, Can you please show me how to also add the following colums for the amount billed : Year to Date Month to Date Last Month Last Year Thank you, Afrodite

Hey Callum Can you please turn on the MethodSupport User by heading over to Customize > Users and making sure the checkbox next to MethodSupport is checked. After PM me your Company Account and I can log into your Account and do some poking around to see if I can find a cause for the issue. - Mortaza

The support account is now active.