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Hi Russell, I've looked through the calculations on that page, and I don't see anything that looks like it will update the total amount.  Yet, the total amount refreshes when the 'update' button is clicked.  Can you tell me which action is causing this?  If I can see what's causing the total amount on the line ...

Thanks Russell.  I will look into this further and see how far I can go with this customization. Can I contact you directly if I have any questions? --Sandy

Thanks Russell!  This was exactly what I needed.  My client will be thrilled Sandy

Hi Randall, The default Estimate screen uses calculations on the line items (for example to calculate the amount), so from the sounds of your request this is where you would add additional actions for the extended cost. To get to these actions, first open up the Estimate screen for editing (making a copy if you haven't customized the ...

Is it possible to run a loop through a grid that runs a basic calculation on two cells in each row and returns a result into a third cell in the same row? Our estimate line has quantity and our cost per item.  But I'd like to put in a column for our extended cost per line item.  This doesn't seem to be doable with loops and ...

Hi Michele, Did you import a CSV file using the Import / Export tool (Customize > Integration Tools)? I've been unable to reproduce this issue on my end, these French characters remained after I imported: àâéèëêî. Did you try with other characters? If so, can you paste some of ...

Hi Dfreye, To restrict one group of users to these basic functions, I would first create a User Role for that, and remove all of the other tabs/screens from this role. More information on this can be found here: http://www.method.me/cs/forums/t/3664.aspx. Then you could either modify an existing screen to disable some features for this ...

Hi Sandy, By default there are 3 columns displayed under the Item dropdown: ParentFullName, ItemType, and SalesDesc. All of the columns are searched when text is entered into the dropdown, but you could remove the description field SalesDesc if you don't want that to be searchable. To do this, open up the screen you are using (as a ...

Hi Sandy,  This is definately possible with some customization. To start, you would need to determine on which action the Purchase Order would be created. You could do this on the save action, and then then either set a new Yes/No field if the Purchase Order should only be created once, or you could set a new dropdown ...

Hello Bradley,    I checked it out and I am not getting the lose focus to work on a textbox that is set as an HTML editor.  I'm not sure why it is not working.  I'll put in a ticket for development to take a look.     In the end, you do have to explicitly save the information to a field on the ...