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Is there any way to set a default view to pull up the multiple users in the calendar?  just trying to make it easy to jump into the calendar and automatically see everyone's schedule.  Thanks.

I'm having issues with the inputting names into the e-mails.  I did exactly with the steps provided in the template of: Type in your merge fields in a TableName.FieldName format.  So if you wanted to have an email start with "Dear Bob," you would type in "Dear Customer.FirstName,".   If you ...

Hi wildliferemoval, How do you define the last day you were at the job? If you click Save on the Work Order or update the status to Complete to define it, you can add the Update Field In Table action at this point and have it insert the date in to a 'Last Work Order' field in the Customer ...

The API provides the ability to Create, Read, Update and Delete on every table and field that run time screens have access to. As the calendar is based on the Activity table, you will be able to create, read, update and delete calendar appointments by using the appropriate API call on the records in that table.

Hello Matt, Can you provide me some steps to reproduce it on my end. What kind of report you are trying to generate? If you can give me more details on that I can definitely look into that provide resolution for the same. -Inder

I get this error when trying to generate a report. The report works fine in classic. The only difference between this report and others like it that do work in V2 is that this report references a Picture table and should display those pictures in the report.

Is there a way to do an HTML Sanitize function on Activity.Comments so in a report I just get the text without the HTML?  We really need a way to report on text columns that have embedded html -- without the html in the pdf.  PDF viewers handle the html as plain text and it looks awful.  Help!! I wrote ...

I get the following errors when trying to use the Assign Value To Action result where the value comes from a shared result that does not exist. I would like to be able to assign the shared result to an action result and then see if the action result is empty or not.

Hello Alex, You can generate these reports wherever you want. If you want these report so appear on Customer Reports screen,  you can achieve this by simply adding a object Button to the screen and assign Generate Report action to that button and set the filter according to your need.  Once this is setup, when you click ...

I'm trying to put a start time and an end time to each employee/vendor on the work order.  Our techs are set up to typically do the jobs solo, but if they receive help then there is a percentage split by the amount of time on the job.  It is very difficult to do a break down by each job item, but by the job itself.   How we ...