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Just to update this thread, in this scenario the  LineTotal column is the Amount field in the EstimateLine table and the value for that field is calculated based on the Quantity, Rate and MarkupRate fields. Amount is the final amount for each line item therefore you can change the Amount value but unless you modify the other field's ...

Hi Gregory, I tested importing a CSV file with dates on my end using the format I suggested and it worked. If possible can you email me a sample CSV file of what you are trying to import, so I can test it on our end. You can send it to m.melo@methodintegration.com. Michael

Hi Mike, The reason why this is most likely happening is because by default clicking "Go To" will try to bring up the Invoices screen under Customer Center > Invoices. Since I do not see the Customer Center tab in the video I am assuming the current Role does not have access to the Customer Center tab therefore bringing up a blank ...

Mike, As Matt mentioned the cause of this issue is most likely that the role being used does not have access to Customer Center > Customer List. Please let us know if you are still having issues. Michael

Gregory, Try the following format 2010-Nov-17 12:00:00 PM . A good way to figure out the proper formatting for fields when trying to import data is to first export data from the table you are going to import into. For example to come up with this date format I used the Import / Export feature to export the CreatedBy field from the Activity table ...

Hi Tricia, Thank you for your patience, we wanted to address your question regarding your invoice screen. In order to get the desired result, you would have to select the following options in the Go To Screen action: Screens: *Name of your custom invoice screen* The Screen: Has a specified Active Record ID Specify Record ID: Action Result ...