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Hi NickZeik, If you want to accomplish this, you can do so by making the grid editable. Go to the Grid Wizard for the grid you want to edit by clicking Edit on the top right of the grid object when customizing the screen. Go to Step 5 of 9 in the grid wizard that pops up and select the radio button to the left of Editing takes ...

Sorry about the confusion asyed, I believe I've found a solution for you. What you'll want to do is (from within the screen designer for your custom screen), click "Edit" on the grid, then click Next to go to Step 2 of 9. You're going to want to Insert a new Column so pick the SalesRep ...

I was just using the Edit Customer screen as an example. Which records are you trying to limit your users from editing? You can accomplish this by following the above steps, but for the screen associated with the table you want to limit access to. Even if you are talking about customers, the Edit Customer and New ...

Hi asyed, It sounds like what you're trying to do could be accomplished by creating a custom screen by copying the screen you want to make non-editable (for example, a custom copy of the Edit Customer screen), and setting all the fields as read-only. Then add that custom screen in place of the stock Edit ...

Hi Vic, Can I get some more information on the issue that you're experiencing? Do you mean that credit card information is disappearing from within authorize.net after the customer pays? Method does not currently store customer credit card information in its database, more information on that here. Let me know and we'll see ...

Hi Mattohm, I'm not sure I fully understand what you're trying to accomplish. You are trying to have specific data sets within your custom tables and relate them to a specific customer, right? So you would have in your table for example: Sample Customer, Sample Equipment 1, Sample Equipment 2. Try taking a look at this forum post. If ...

Okay, just give us a call at 1.888.925.6238 x.2 and we'll see what we can do for you. - Justin

Try a different browser for sure, if it still doesn't work please call our support line. - Justin

Hi Nathan, In the settings for the "Export Grid to Excel" action there should be a checkbox for Only select rows that are checked. Checking this checkbox should accomplish what you're trying to do. Check the Remove HTML tags checkbox also if you haven't already, it'll remove formatting tags from the ...

Hi Joan, I was not able to replicate the problem. Can you verify for me that when you go into your Activity Calendar the Assigned To: filter at the top of the screen is set to the user whose calendar you would like to view? Also that the Status: filter is set to have all statuses shown (selecting none of them should do this as well, but ...