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Hi sunburstaz, Which browser are you using? Would you mind trying a different browser and reporting back here on the results? - Justin

Thanks for your reply Justin. I didn’t think so but it was worth a question.  What if you saved the data to a table – created a report and directed the report to be saved in SmartVault – is that doable? Thanks, VLocke

Hey, I've been trying to figure this out all day. Below is a screen shot of the area I am talking about on the Opportunity page. I want to add more information to be shown in the "Contact Information" section once I select an existing lead/contact name from the dropdown menu. For example, their email address, and anything else I ...

That will be awesome!!!

Received the following message when trying to open print preview in an estimate.  I assume that there is a field on the form that is not correct, but how does one diagnose that? "Error Action sequence order:3 ERROR: there was an unspecified erroe loading the report.  PLease check your Gereate report action to ensure all fields are ...

Fran & BLCPA, I've put a feature request in for this. I will post back here with any updates. - Justin

Hi Fran, Yes, you are right, and thank you for detail answer.  And, yes, to associate single SOLine with my own Product will do the job. Sorry that I did not mention a key part that my client requests, that is "Quantity" for every item line can be adjusted (1 or more.) The request is, in my client's case, one ...

Hi Justin, I have alot of clients asking for this functionality. Can it be put on the "Wish List" list? Fran

Hi Marcelo, Try putting the work order name in single quotations. I should also point out that the operator for "equals" is == (double equal sign). Hope this helps. - Justin

Hi Jeremiah, I've created a case for this issue, one of us from the support team will reach out to you shortly and take a look at this with you. - Justin