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Thanks for the response Chad. Is the same true of the Quantity and Rate fields in the line item grids? By default, if an item isn't selected the Quantity is set to 1 and the Rate is set to $0.00. I'm thinking that I could remove those fields from the grid display, add new "Qty2" and "Rate2" fields to the line item ...

This question is more out of curiousity than anything, though it would also have some aesthetic applications. I found a similar question being asked by jnoneiliv1 here, but no explanation was given as to the 'hidden' actions performed by the grid update/save.  Specifically, I've noticed that when updating or saving screens ...

Well getting rid of the HTML editor does allow me to display html code, but it also gets rid of all that rich text editing. Using the HTML tab was the backup plan anyway, so I'll go with that. The reason I wanted to avoid that is because this solution was meant for users who potentially know nothing about HTML but would need to use it (like ...

I know it is possible to display HTML as HTML code in browsers rather than having it interpreted. I'm trying to get my Solution page to show a chunk of HTML code I want my users to see unrendered.   Google led me to various ways of tagging my code so the browser wouldn't interpret it:  1. <pre> and </pre> tags 2. ...

Rgr that, thanks for clarifying.

Chad, Can you explain more about what was incorrect in my suggestion? I did mention that the delete button would use a grid loop action. Actually, you're right if you mean that you cant create a conditional statement action referencing the checkbox as an object- that is handled by the loop through grid action itself.   Here's ...

Method_Chad's reply mentioned the use of the grid checkbox: If you want more control over which leads you end up deleting, you can enable the checkbox column in your leads grid (first page of edit screen), and tie that to the delete button's loop through grid action (create a conditional statement in your loop so the button will only ...

Bump to address the last question in my OP:  Can the filenames of reports that are attached to emails be modified? 

On Invoice/SO/PO screens, Method handily allows us to mark emails to be sent automatically in Quickbooks. Of course its the limitations of QB that brought me to Method in the first place! QB's email templates are extremely limited (plain text only... what is this, the 90s?), and you can't attach multiple reports to an email like in ...

So just to update my post on this thread, I did get the general email settings to work by disabling SSL. This has not changed the fact that I cannot access Sent Emails via Outlook. After learning a little about the POP3 and IMAP protocols, I understand that this is because we use POP3, which is limited to accessing the inbox of my webmail ...