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I did various customizations this past weeked.  All but one thing appears to be working.  On one of my customized activity screens, when "Schedule a Follow-up" is checked, and I try to save the activity, I get the following message.  "Insert Records into Table Failed.  A Dropdown field from the screen was ...

How difficult would it be to make a "Favorites" list for the copy action feature?  The "Show all accessible controls in account" list can be rather cumbersome (though I appreciate that it exists :) ).

When I copy a customized button action set from one of my screens to another (action to enter something in the "Status" field when clicked), the newly copied button action said to enter it into one of the  "bill address" fields instead.   

Thanks as always Mortaza!  I could not do it exactly that way, because I have my field service tab in my CRM tab group so that I don't need to switch back and forth all the time.   I added two text fields to the ActivityStatus table.  "TabsThatUse" and "UsersThatUse". I then added them to the screen as you ...

Roles from the user table.   When I add/edit an Activity Status, I would like to be able to select which roles have access to that Activity Status.   On the same note, it would be nice to be able to make them specific to CRM or Field Service as many of the statuses I have for Work Orders are irrelevant to the other Activities. ...

Is there any way to hide some of the activity status options from particular users (roles)?  I would be happy with a work around if there is not a direct root to achieving this. Thanks Maureen

Yes, I used the radiobox instead and That is perfect!!  Thank you !!

When clicking to "Go To" link on the Non-Customized "Field Service Post to QB" screen within the Non Posted Time Tracking grid, it brings you to the time entry but resets the timer to zero, so if you make changes to the wording and then save the entry, you now have a 0 for the time spent.  I have worked around this, ...

I added a few checkboxes to work orders to make it easier for employees to set the correct status.  I made it that if you check the box, the staus field is populated with a particular status.  However if you click a different checkbox it changes the staus as it should, but the check in the original checkbox remains and this ...

I tried that, and it did not make a difference.  However then I tried two more things and it worked (when will I learn to try one thing at a time, LOL)  So I don't know which one it was, but maybe you can tell me. 1) I did the same you said above but before clicking "Finished Editing Fields" button, I clicked the ...