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Jason, cleared everything up. Many thanks.

Just a quick query. There are a number of check boxes at the bottom of the invoice screen... To be emailed To be printed Closed I can't see any actions related to these objects. Are they used only for filtering etc... within grids and lists?

Ashur, I know the default customer and contacts list utilises the 'Contacts' table, but we would also like to display tags from the main customer record on the same grid.

Is it possible to use an SQL Override on a grid based on the 'Contacts' table to display the 'Customer.TagList' rather than the 'Contacts.TagList'?

Yes, I only have the one login on the account.

I was directing toward the New Activity screen under Activities but went to the home dashboard.

David, thanks. Changed the 'isPortal' to false and now getting a successful lookup. The link however doesn't take me to the correct screen.

I have competed the following fields at https://www.methodintegration.com/MethodAPI/service.asmx?op=MethodAPIGetScreenURLV4 to test viewing an activity screen... strCompanyAccount strLogin strPassword TabName TabLinkName RecordID Receiving the following error... "Cannot convert to System.Boolean. Parameter name: type ---> ...

Thanks for the reply. Think I was getting mixed up with items, groups and inventory items. Managed to decypher the interaction and it seems simple now.

I'm trying to automate the creation of an item group when creating a single inventory item. The user inputs the item details and then from a grid selects related items. At the push of a button the group is created dependant upon the grid selection with the name of the group being a character function of the grid selection. This part ...