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Hi Craig, The easiest way to do this would be to put a regular Dropdown object on screen, referencing the LeadStatus table and LeadStatus field on step 4 of 6 of its configuration wizard. You could then add an Update Field In Table action to your Save button, using it to update the Customer table's LeadStatus field where the ...

Hi GetRXd, You can activate Email Reminders for activities by navigating to Customize > Tables / Fields and clicking Edit Table... for the Activity table in the list. These reminders will be sent 15 minutes before the time of the activity. Conditional Warning is an action in the action list. You can add it to any ...

Hi swm023, I assume you're using QuickBooks Online? We currently don't have access to add or modify employee records in QuickBooks Online, so that's why the table has been left out of the Import / Export Tool's Import function. - Justin

Just writing in response to the tech support I talked to a few mins ago. Their is another record in need restored too. Customer name Amy C, entity recordid = 1423. Customer Geoff D, entity recordid = 1560 Thanks

Hanley, You should be able to sort your loop by RecordID - Descending. In conjunction with looping only for records that have ActivityType = DesiredActivity, this should return the most recent DesiredActivity before anything else. You could then insert the value to your Textbox and use a Stop Processing More Actions action to prevent ...

Thanks for the clarification.   It doesn't sound like a very efficient process so I guess I'll take a look at it again to see if I can have it identify the most recent record faster.  Unfortunately, I don't have a lot of records to test this out with so I can't confirm whether or not the current process is going to cause ...

Hi Hanley, Glad to see you've got this working, and thanks for posting your process here on the forums. Based on how you've set this up, I think the loop is going through the table from oldest to most recent. It overwrites the value in your Action Result / Textbox each time with the next value in sequence, and when it gets to the ...

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?