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[quote user="Jcamp0123"]Is there a way to filter both fields in a single lookup field, without customizing the screen?[/quote] Hi Joseph, Keep a lookout for an updated version of the activities list to be released this week.  It will feature the ability for you to filter by more than one column.  As always, ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Portal - Cases Fixed (#3487) - applied the same fix for formatting of the date like we did on the New Case screen. (QBD & QBO) Contacts Portal - Edit Profile New (#3006) - ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Fixed (#3487) - applied the same fix for formatting of the date like we did on the New Case screen. (QBD & QBO) Contacts Portal - New Case Fixed (#3487) - applied the same ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Home Dashboard Fixed (#3690) - updated the buttons for activities and opportunities to reflect the proper count. (QBD & QBO) Contacts List Fixed (#3728) - we recently removed actions for ...

dottie, I didn't explain the why you can't do this.   When you add a field to a existing table there is no way for us to figure out where on the screen you want that field to go so we may mess up an existing screen.  It may be a required field which would further complicate automatically adding a field.  The only ...

[quote user="dottie"]I'm trying to add a field and it does not allow me to to check the box that indicates that it will automatically add field to default screens.[/quote] dottie, sorry for the mix-up - you're talking about the tables/fields screen and you're hoping to have new fields added to an existing table applied to a ...

[quote user="dottie"]I'm trying to add a field and it does not allow me to to check the box that indicates that it will automatically add field to default screens.[/quote] dottie - I'm not sure what you're trying to do here.  Could you provide more detail and/or a screen shot to show me where you're working. ~C

[quote user="MikeB"]and assigned the action "Export Grid To Excel".[/quote] Can you double check the action here, there's a little checkbox under the Grid/Table you want to export that says Only select rows that are checked.  If that option is checked then this would be the problem.  Uncheck the option and your ...

[quote user="dottie"]I would like to create a job completion option, within each job entry in the customer list.[/quote] No need - we actually have this information already.  If you look on the edit customer screen under the payment & job info tab you'll be able to access the job status info.  This does not ...

Hi dottie, [quote user="dottie"]For example, I would like to rename them, where it applies, as All jobs, Jobs in progress, Closed jobs, & unstarted jobs.[/quote] You'll need to make a copy of the CRM_CustomerList screen and edit the grid on step 3 of the grid customization wizard.   The filter options here will ...