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That is relatively easy.  I must be doing something wrong because i don't see any change.  The after looks exactly the same as the before :-( -David

January 15, 2015 Contacts Fixed issues with adding new contacts from app ribbon (ticket #4607,4189) Fixed issue with phone number overwriting postal code on creating new contact (ticket #4570) Updated filters in grids and drop downs with improved filters to account for QBO vs QBD difference. (ticket #5237) Fixed issue with othername not ...

Hi Alyson, I would check the OnScreenLoad actions for your Edit Customer screen by clicking the Advanced button located on the left-hand section of the screen designer. It sounds like you may have some unwanted actions in there. Hope this helps. - Justin

Hello, I am trying the same solution. I get to step "4)" in your last post, and do not see the "TagList" field from the Linked FIeld drop-down.  What should I do? Do I need to have the "Pro" version to do this kind of customization? Thanks, Nick

Thank you

Hi RK, Since this would be a many-to-many relationship, you would have to create a table to detail the relationship. I would most likely create an "AssignedTo" table with two dropdowns, one for Vendor (linked to the Vendor table) and one for User (linked to the User table). You could then enter the relationships into the ...

Hi dinozorro, I think it would be beneficial for you to speak with a member of our Professional Services team, they could definitely provide some guidance. Have you taken advantage of your free consulting hour? Let me know and we'll proceed accordingly. - Justin

Hi Kent, Did you have any customers in QuickBooks before the import, or was it a brand new QuickBooks account? If you already had customers, those would also get deleted. Let me know and we'll proceed from there. - Justin

David, This is actually very simple to do. All you have to do is use one Enter Value Into Field On Screen action to take the value from your textbox and place it back in the same textbox. Method will automatically truncate any trailing whitespaces for you. :) - Justin

This issue seemes to have been resolved