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Hi Jeremiah,
You could add a dropdown to your Opportunity table for "Realtor", choosing the Contacts table as the list of values for the dropdown and RecordID as the value to display. You'd also want to add a Linked Field for the Contact's (Realtor's) Name, linking it through the dropdown you just created. This ...
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Hello Mahlon,
This issue has been resolved by the development team. Let us know if there are any more issues.
Have a good day,
Greg
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Hello Mahlon,
This looks to be resolved. Please let us know if you experience any more issues with the field heights and padding.
Greg
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Method Team,
Are there limitations on the volume of e-mails that can be sent through the List Builder? If so, is it based on a per run, per date or other bases?
Thanks,
Vicki
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Hello Mahlon,
This has been fixed by our develoment team. Please let us know if you experience any other issues.
Have a good day,
Greg
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Hello,
This issue has been resolved. I'll move it to Fixed and Resolved issues. Let us know of any other developments.
Greg
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When writing a report in report writer- how do I pull information from two different master tables? Right now when I do it, the first master table information that I made no longer comes up. My second question is- Is there a way to get it to export into excel where it doesn't look so messy? By messy I mean having so many merged fields, some ...
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Hi MikeB,
Minimum length is 6 characters, maximum is 10
Numbers are not required
Special characters are allowed but not required
Hope this helps.
- Justin
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Hi davewalter,
You can do this but you would have to create a calculated field, using an expression like:
Iif(Activity.IsChangeOrder == 1,1,0)
This will return 1 if IsChangeOrder = Yes, and 0 if not. You can then use a Summary function to total up the 1's and 0's, resulting in a +1 for every Change Order.
Hope this helps.
- Justin
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The majority of our new business comes from Realtors. We've set up a Realtor Campaign and want to track how many Opportunities each Realtor gives us. I see we can add Contacts to a Campaign, but how would we associate individual Opportunities to a Realtor set up as a Contact under the Realtor Campaign?
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