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Hi chelsmbc, I do not believe this is possible. By the looks of it, the screen pulls a different report depending on the options you select. If you wanted to be able to have the report be grouped by Company Name, you would need to create a report that does this in Report Designer. You would then be able to add that option to the radio buttons ...

Hi Nick, Sorry I am still trying to understand what is causing this to not function. Do the dropdown fields in the Event table look like this? With Customer being from Customer -> FullName and Invoice being from Invoice -> RecordID. -Audisho

Lance, It will start as a Web app, but I believe the plan is to have a native app eventually. - Adam

Is it a web app or a native app?  Web app means it isn’t really an app but rather an HTML5 website that looks like an app on a mobile device.  A native app is a true app that gets installed and there are different version for iOS and Android.   A web app cannot cache data on your device.  A native app ...

Hi scottaskinosie, Building on what Fran said, there are a couple of ways you can accomplish this. In the “Customers” table, there is the field “CreatedDate”. You can add this field to any grid based on the “Customer” table to be able to filter by dates. The grid on the “CRM_CustomerList” screen ...

Thank you Audisho, Yes the Events table has both a drop down for Customer and for Invoice, linking to both tables. I filter the drop down contents based on the customer. It worked initially and nowit is returning the wrong data. I've used both Name and Id to match records. Nick

Hi Nick, Can you please clarify for me? In your "Event" table, do you have a dropdown for both "Customers" and for "InvoiceID" or are they linked in some other way? -Audisho

Hi Audisho, Again, great reply. Thats sorted now and the screen is fully operational. Thank you.  Daniel

Hi Daniel, When you copy a Method stock screen for customization, you have the option to completely replace the original with that copy. The copy will replace the stock screen in any tab links or actions in Method. If this is done, any actions that would have originally opened the stock screen will now open the copy. If, however, you chose ...

Hi there, I have created a screen with a grid that has an action link, which takes me to the relevant Estimates record in the "Estimates" screen. That works great. However, the Estimate screen opens up under my custom screen tab. The only way to come back to the original custom screen is to refresh and go back. I am ...