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I am having the same issue and have tried everything I could find in the posting and I still cannot get customer equipment to show up in report designer under the fields list. 

Greetings from Las Vegas and BUMP on an old post which does not appear to have been answered. Is there a way to insert a DYNAMIC grid of info into an email template? For example, a list of open invoices on an email to a customer or a list of open bills on an email to a vendor? Thank you!

Are you guys planning on releasing a 64-bit version of the sync engine any time soon? I feel like the sync is not happening fast enough when performing large updates in the 10's or 100's of thousands record-wise. Yes, I am a speed freak. Thoughts? EDIT: Maybe a stupid question, but are do you guys have a version of the sync engine that ...

I will try this.  Is this a SQL IN () clause?  Are you parsing the commas into ',' and adding ( and ) on the ends?  That must be what you are doing because in another filter I have the following working fine: RecordID > 0  AND Class IN ('<City>','_National').   "Build Selection ...

Hi homeproav, There are many ways to accomplish this, and this falls outside of the scope of support, but I'll point you in the right direction. If you are having issues with this, we won’t be able to help as we can only troubleshoot if there are errors with the code generated. The simplest way would be to use CSS, so that you can ...

I have tried every which way to add IsManuallyClosed = False to my report filter but it does not affect the resulting report.  I have tried: IsManuallyClosed is No, = No, <> True, <> Yes, and ISNULL(IsManuallyClosed,0) = 0, = 0, <> 1.  All don't work.  Whats the secret for filtering for IsManuallyClosed = ...

Hi Robert, You're almost there. You can remove the apostrophes from your Type In list, the list should be in comma separated format instead of SQL format. For example: karen.a,valerie.c,robert.c,peter.i -Russell

Hi Retrotel, This error message is probably referring to the filter in the Generate Report action (what records to export), rather than the dropdown filter which determines which reports are available. If you take a look at the Generate Report button on the screen, and edit the Generate Report action (bottom of the list), ...

Greetings, I get the following error message when changing the drop down list from In process to Completed while saving a in the edit case screen: This record could not be saved. The version of your accounting software does not support edits on this list or transaction from 3rd party software. Try editing the record directly in your ...

I need to unlock a screen field only for specific users by name.  I have a conditional statement with Build Selection List based on Session User Name.  I use Type In with the list of users I want to have the condition return true for.  I have a list of users, such as: ...