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I am creating a screen based on the Customer table and have a grid.  I want to have multiple fields in a single column, so am trying to use a SQL override.  I copied the same code that is in the Contact List: '<b>' + ISNULL(viewContacts.AssignedTo,'') + '</b><br />' + '<i>'  + ...

I spoke to soon, the dropdown fields are working, but when I save the screen for one record Id and i select a different recordId the value is saved there too.

Hi Justin, Thank you for your response.  I'll be very happy to speak with someone in the Professional Services Team.  Is there a specific person or phone number I could call?   No, I have not used the one hour because I am concern this modificaiton may take quite a few hours and since we are still in the evaluating phase, I ...

Good Day! I just noticed a small typographical error on the Cases Dashboard.  Under Shared Case Summary by User this Month, it states "What does this should me?".  It should read "What does this show me?". Jim Giseburt

Hey William,  I believe this is possible. However I need more time to look into it, I will respond back when I have the answer.

I created a dropdown field in the fixed asset item table called "air filter" based on the item inventory table. I want to be able to select a particular air filter part number for a particular piece of equipment. But when I place the field in the screen (fixed asset item table) when the screen first loads i see the inventory in the ...

That will never happen. it is a grid of work orders completed for the equipment, every work order will have more hours that the one before, the value i need will always be the last work order completed

January 16, 2014 Activities  Fixed issue with follow-up activity section showing up in cases where its is not supposed to. Fixed issue with GoTo Contact on activities not hiding. Updated Activities app ribbon summary Updated app to be ready for the release of the opportunites app.

Hi Kent, Because of the way QBO works, it is not actually possible to delete a customer. They are simply made inactive and marked as "(deleted)". The only way I can think to fix this would be to figure out the RecordIDs for the Customers you imported and use the Import/Export Tool to mass-update them all, changing their names to ...

Is there a way to create a read only calendar for clients to view in the portal ?