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Hi Allison, Those are fields are located in the SalesOrderLine table. You would want to have the SalesOrderLine table added as a Detail Table for your report, then drag those fields into the Detail Report of your report. In Report Designer, make sure you're clicking the + icon beside the SalesOrder table in the list of fields, ...

I think I've managed to work through the main problem I was talking about above. I have a different problem if you wouldn't mind helping me. Under the Sales Order Master Table I've dragged a few criteria from the field list into the Detail band. I can't get any information to appear from the "Desc" or "Item" ...

Marcelo, You could change your Default Currency Symbol to $ from the Customize > Display screen in Method. This would be system-wide, but it's the easiest way to get this done. As far as the comma is concerned, it wouldn't be very straightforward. You could pull the value from the Balance field and assign it to an Action ...

Hi Allison, We don't provide support for customization over the phone, however you do get a free 1-hour consulting session with one of our in-house customization wizards with your trial. If you'd like to take advantage of that, let me know and I'll have your account manager reach out to discuss the details with you. ...

Hello Mahlon,    This should be resolved now.  The time-out issue was fixed by developers.  Please post if you have any more trouble with staying logged in. Thanks,  Greg

Thanks, Justin. Would it perhaps help to speak in person? My phone number is listed under my profile. I would really like to talk this through. Thank you! Allison

Hi Allison, I'll need some more information. What are you trying to report on? You can't have two Master Tables for a report, but depending on what you're trying to do I might be able to recommend something. For your second question, are you referring to exporting using the Import / Export Tool? Let me know and we'll proceed ...

Hello Matt and Mahlon,    There has been a fix implemented for this.  You shouldn't be experiencing sudden logouts anymore.  I've been in Method:New the last week or so and haven't experienced it.  I'll mark this thread as resolved. Have a good day,   Greg

Hello,   This issue is resolved.  The screen had been copied and caused this issue.  I will move the thread to the resolved board. Greg

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 ...