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Indr,
Thanks for the reply. As we are not a "customized" license, I am going to repurpose BillToAddressNote for "created by/timestamp" and ShipToAddressNote as "last updated by user/timestamp".
Rob
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In Chrome and Firefox, where exactly are " Internet browser time settings"? Thanks!
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Our Method CRM users intermittantly cannot login to Method CRM, or we get the spinning balls of death, too frequently today. We get locked out of Method for up to a minute or two. This is unacceptable. Please fix!
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Is there a way to link Employee Entity rows to SalesOrder and SalesOrderLine rows to determine who created them and who last editted them? I am looking at the Transaction table as a possible source for this data. Thanks.
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Solution: Repurpose Company.CompanyType. Its 255 characters that are not used by us in Method or Quickbooks. Since Company is always available in Report Designer, just before generating a report, I update Company.Company with resultReportfilter where RecordID = 1. Then I put Company.CompanyType on the report. Bingo.
I ...
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Is there a way to upper case a value on a screen, such as a state code? Upper() is not in the character function list. Thanks.
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AND IsManuallyClosed = 0 does it.
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How do I print the "where script" on the report? I need to know the "filter" criteria used to generate a report. Thanks.
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Here are the images to the setup and preview.
setup
preview
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