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Hi spmcfarland, Invoice and Entity are linked by through the Customer dropdown in the Invoice table (Customers are just a type of Entity). You should be able to filter your grid for Customer_RecordID = Value From Session - Portal Entity RecordID. I was able to do this with a grid attached to the Invoice table and it worked. For ...

Sorry, not the LeadsList table.  What I meant to say is that the screen is based off of the LeadsList screen.  I copied that screen, then added a "Select" link on the Contacts grid, and a section which that Select link activates, where you can see more details about the particular lead record you selected, and save any edits ...

I can export a file from the employee table but when I try to import the employee table is not an option in the list.  How can I import employee information form a csv?

Hi Craig, What do you mean by LeadsList table? Is this a custom table you have? What kind of fields does it have, and what are you using it for? - Justin

Hi pdx971, This has to be done manually, since the Save All Sections action only saves information for the table the screen is based off of. You'll want to add a Textbox object (for your student number) to the screen, and add a few actions at the end of your Save button.  You can use a Retrieve Value From ...

Hi Matt, Glad to hear you've got it working again. :) - Justin

Nevermind found the issue; I didn't have the Report Designer application. Available for download here: https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Introduction-%26-Installing-Report-Designer&id=404

Thanks for the reply Justin. However I was able to solve the issue. I was missing a FALSE action in a "type in" field within a conditional warning. Which was causing an error message to pop up. Since I made the correction the credit card field now recognizes digits and is working properly. Thanks,

Thanks for the detailed infromation Justin. One more questions. When adding a customer, the initial contact is created from the New Customer screen. It sounds like I need to add Student Number to the contact table, but how do I update that table/field from the New Customer screen when adding a customer (and therefore a contact) for the first ...

Not sure if I'm missing something obvious but when I click on "Open Report Designer" when editing a report it just gives me a blank white screen.  I tried it in FireFox and Chrome; in FF the screen stays the same (just shows Step 1 of 4 of Report edit screen) and in Chrome it goes to a white screen. I've tried selecting a ...