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How can I enter the customer's email address in the invoice header?

When a new customer (parent) is created, if there is a date in the JobStartDate field I get a conflict saying that this is already a job, and any subaccounts created in Method are not synced in QB. They will only sync if I delete this date value. I follow this logic and it makes sense, as the presence of a value in the JobStartDate field makes QB ...

i got it fix! John M

Wait a second, though. Do I need to loop through a grid and retrieve from the Customer table? If so, should the grid be of unique ParentFullnames (ie. parent accounts only) to maximize efficiancy? Would the logic then be: Loop throught the grid of FullNames, with the grid filtered for parents only (ie. ParentFullName ...

Hi Lance, Sorry for the late response here, however I am really not too sure why you are having these issues with this one user, for the Report Designer.  This definitely sounds like a one off error specific to this User, however I can't really can't think of any suggestions off-hand to fix this. I would advise you to give us a ...

"My hunch is that you're using Value from Row, which also won't work." Correctamundo. Thanks for your help!

Hi Shelley, If you want to add values, you should look in the Screens list for the screen that is created when you create a new table for a dropdown. As for adding the "Add New" option, you will need to change the Action Event for the dropdown and use the "Show screen in Popup" action for that event. Hope this ...

Hi Marlena, There are a number of possible causes.  How many records are you trying to import? Which browser are you using? Overall, I wouldn't advise to use Method to import invoices. Please see Mike's comment in this thread for why this isn't advised. - Adam

Hi Mike, I believe you might be missing a "Retrieve value from table" action.  In the "Update field in Table" action, there are 5 ways to find the new value: Type In, Action Result, Value from Row, Value from Screen and Value from Session.  Type In, Value from Screen and Value from Session we know won't ...

Hi DanaBinPA, I think the best way would be to add the Contacts table to the Customer table as a dropdown. The dropdown would be based on the recordID of the Contacts table. Then add a linked field of the Name field from the Contacts table to the Customer table. This will then make these field available in the EditLead screen. Just edit ...