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When viewing the contact, click edit entity. Then delete the entity. It takes you to the contact list, and leaves the View Contact screen open with only the contact displayed.

I made a copy of my view contact screen. When I go to a related contact, it doesn't display

Hi Mahlon, Thanks for bringing this to our attention. It looks like this may be a formatting issue on the backend. As well as this, the text that is supposed to be displayed next to the logo in the dropdown is being overlapped by the logo. I’ve created a ticket for the development team to fix this. I’ll post back once this is ...

Hi Conner, There is a script on the rate field directly to the left of the amount field that is causing this issue. It seems that .NET is able to convert a currency string to a double for calculations as long as it is a common format. Since “€0.00” isn’t a common format (at least according to .NET), this conversion fails ...

Hi Jonathan, This logic already exists on the New Opportunity… button under the Opportunities tab on the stock Edit Customer screen. I suggest you have a look at this action set and simply copy it. It’s worth noting that opportunities are assigned to contacts, not customers, so I believe the main contact will be selected by ...

Hi Bob, Unfortunately, the portal relies on the email address of the contact in Method when registering users in order to connect them with the correct customer information. Navigate to Customize > Portals and select Edit… on your portal. Based on the information on Step 1, you have a couple of options here. 1) Customize a screen so ...

Hi Jonathan, I’m not sure how you were able to link the ReceivePayment.TxnDate field to the Invoice table, but this relationship doesn’t really make sense. The relationship between invoices and receive payment applied lines is one to many, so there’s no way to specify which of these lines the value in the invoice table would be ...

After testing it out further, the error only occurs when i add € to the EstimateLine.calcAmount column. I have also tried EstimateLine.Amount in this area too. I went into the script for estimateline.calctotalamount and clicked the default script button and it seems to work now. Not sure what I did, but I am no longer getting the ...