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Thanks I did what you said and works when I create the invoices from the invoice screen, but I create all my invoices from the work order list, existing work orders tab, what do I have to change??

I created a "notes" field for my vendor information screen. I did this once before for another client. I was quite surprised to find out that anything that I typed in my text box (this was definitely not a label, I dropped it in from "add objects" repeated in every record. I know this is not supposed to work this way. The notes ...

Thanks Adam!! I was able to "add new" and a list item called "test". It has been all down hill from here, I can't delete my "test" item, I cannot add anything new...I receive this error message: InsertRecordIntoTable Failed: You are trying to insert duplicate data into the field: ReportingTo, of the table: idx. ...

Hi, I'm trying to insert records from one table into another and I keep receiving an error that the column 'ServerTimeModified' is invalid. This is not a field name in these tables so it sounds like a bug in the system. Here is the error: FROM actInsertRecordsIntoTable - ...

Hi gbghartley, Q 1. How can I include an image in a report?  For example, the vendor headshot photo for each vendor? A - Yes, this is definitely possible.  I just did a quick test with this, first I customized my VendorList screen, I added the "Profile Pic" field to my screen, this helped so I could quickly upload some ...

Hi John, I commented on the other post about this. Glad to hear everything is back now. I checked with the team and they weren't aware of anything going on with the servers. Not sure what might have caused that.  Please let us know if this happens again. - Adam

Hi JWS & John, I didn't hear of any work being done over the weekend, so I'm not sure what might have caused this.   JWS - You said this is resolved now. Please let us know if this happens again. JohnM - Are you still having an issue or is this also resolved for you? - Adam

Hi Marcelo, To change the margins and page size, select the overall report and look in the properties section.  You should see the options there.  See below: Just click where the arrow is pointing at the top to select the report, then scroll down on the right to find the page settings. Hope this helps, - Adam

Hi Marcelo, You would need to add an Email field to the Invoice table, much like the address fields that are already there.  Then you can update the actions to retrieve the email from the customer and put it on the invoice screen.  You can find the existing address actions by clicking edit on the Customer dropdown. The address ...

Hi Mike, This is likely just due to how the SDK accepts new customer records.  I believe we handle the entity record slightly differently than QuickBooks and QB has the logic to create a new customer with a value in this field. It then syncs over into Method.  I don't believe you need to remove the data already in these ...