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In my invoice, work order, and estimate screens, I would like to be able to read the entire description by default. Currently you have to double-click the line below the description, or click and drag to resize the description for each line. This can be very annoying.
Here is what it looks like by default right now:
And I would like it to look ...
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Scratch that, I just got it working! After I repaired the linked field, I just added Activity > County in Report Designer and it worked. Thanks!
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I followed your instructions to the letter, and I made a fresh copy of WorkOrderV3, and it's still not working. Could it be that my custom field was added to the wrong table in the first place (Customer)? Which table did you create your custom field in when it worked for you?
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Ok the name of my report is "FieldService_WorkOrder_ToddCo(4)". This is the Print Template I am customizing for our Work Orders in the Field Services App. I have selected it as the Default Work Order Template (Print). I am viewing the report from the Add / Edit Work Order screen by clicking the Activities button, then Print ...
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I am trying to do the same thing. I was able to follow Michael's instructions and got the Customer table to appear in my Field List, but now I'm having a different issue. When I add anything from the Customer table to my report in Report Designer, the data doesn't show up! I can add as many fields as I want from the Activity table and ...
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We have a very large QB company file. Currently it is sitting at about 150 MB. We have about 7,000 customers and about 10 years worth of transaction history. I would like to do an archive operation on the QB file to reduce the file size and make it faster to work with. The problem is, I absolutely do not want to lose all the transaction data. I ...
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