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on my new lead and new cusotmers screens, how can i make it so when lead/customer is entered that information automatically shows up in the company name field? this seems like a real simple customiztion but when i edit the field and create an action that retrieves the value from the screen for the customer/lead field and update the company field ...

I created the ParentFullName drop down and I'm close.  On step 4 I choose the dropdown object choices I chose customer table and field FullName.  On the NewCustomer screen, however, the choice is FullName via ParentFullName.  I don't have that choice for "via ParentFullName".  Does that matter.  How can I ...

The Parent Full Name on the NewCustomer screen is a dropdown that I will have to create on my screen.  I think I get that. Still curious which fields correspond to the fields named "Customer Name", "First Name", and "Email.

Ok, that makes sense about having objects in the section to move it. I'll give it a try. FullName is there but I'm looking for 4 specific fields.  On the NewCustomer screen, when we are creating sub-customers, there are 4 fields we use. I want to make sure I have those exact same 4 fields on this new section of the EditOpportunity ...

Ok, in the customer table I see FirstName, Email, and ParentFullName.  My first question is, where is CustomerName? I don't see it in the list.  Second, I just want to confrim that ParentFullName is the field I need that correlates with the drop down list for subcustomers on the NewCustomer screen When I add a new section ...

i recently added the scheduling and invoicing app to my account.  i'm getting the following error when i try to create a new work order: The Type DropDown containing , is not a selectable value. Additional Information Action Sequence Order:8 I can't save the work order or do anything to starting testing and learning the system. ...

this worked. thank you. one more thing i'd like to do on this editopportunity screen: part of our sales process is when an opportunity is closedwon we create a subcustomer that has the same name as the opportunity.  the sub customer is used only for billing purposes.  therefore, there are only 4 fields where we input ...

That is what I'm doing for Go To Tab Link on the 2nd part of the formula. I'm choosing the actual screen from a list for it to go to The first part of the formjla- Start Conditional Statement I have: Action Result. . .OpportunitiesLastLocation EqualTo Type in. . . .ProductionPipeline I think this is where I'm having trouble.

Thank you. Everything makes sense and I set it up but it's not working.  The screen is going back to Opportunities List and not the previous screen. I think the problem may be in how the screens are names for go to "screenxyz".  What name do I need to use?  The caption is Produciton Pipline.  The official screen ...

I created 2 new screens that are basically copies of the Opportunities List Screen just with different filters for different information. I started by copying the Opportunities List screen and modifying from there. Everything is working except when I'm on one of those screens and go to the Edit Opportunity screen and hit save and back it ...