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No, the Sales Order that each of the items are linked to is not closed (manually or otherwise). There was an Invoice created that was linked to this Sales Order but was deleted. In fact, I think there were actually 2 Invoices created then subsequently deleted. This is the 3rd invoice created. All of the Invoice line items are linking back to ...

Hi Pookiefeb, It appears that this was a design decision that was made when the screen was created. This can be changed with some simple customization to the CRM_NewActivity screen. The value for the follow-up activity EmailTo is set when the Save button is selected using an Insert Records Into Table action. You can simply remove the EmailTo ...

how do i change the time in audit trail it is about 6 hours off

Hi Joshua I can't say it will work for certain but by adding a grouping to users and setting up some OnScreenLoad actions should do the job you are after. Once you've added a group to one or more users (available in Step 10 of editing or creating a user) you can use a 'Retrieve Value from Table' action to grab the ...

Thank you, that was a great help.

Can I group a report by week? In other words I have a work order report with sumaries for the days (mon, tues, wed, etc), but if a seleted a time period of 4 weeks, can I have the report to give me totals on a weekly basis?

I primarily use field services functionality, specifically... -creating hundreds of recurring work orders on the calendar -having techs update materials used in work orders -turning completed work orders into invoices Seems like none of this is implemented at this point, or I can not find it.  Am I missing something? 

Jeff, I just simply elected to "Hide" that section. But this is a soimply quick fix.  I need to be able to set the tabs so they cannot edit them after inputing the data.  If I follow the directions you outlined will this work for that purpose? Joshua

Hi Blake Typically when this happens it is because the invoice line item is linked to a sales order that has been closed. This would happen either if the sales order has been invoiced already or if it was closed manually. If you are deleting the line and readding it directly into the invoice you are probably removing the link to the sales order ...

Hi Mahlon Apologies for the delay, this is still being worked on. Unfortunately, I don't have an ETA at this stage. I'll post a reply when I have a further update. Jeff