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Michael,   Thanks for the suggestion. I'm running into problems creating my drop down objects, however. I've created a drop down which I've stuck in the cell above my grid. Here's what I did in each step of the editing of that drop down: Step 1: I named the caption of this dropdown "Sales Rep", and changed it to ...

Hi Blake,  You can change the name of a report by clicking on the … beside the “Choose Template” dropdown in the “Send an Email” section when you create a new activity. In the “New/Edit Email Template” screen that comes up, you can select the template on the grid on the left which will then ...

We customized our invoice and now I have 4 versions. How do I find which one is active? Second thing is that my invoices show that there is tax (box is checked on reports) we are non taxable. this shows up in quickbooks online> how do i remove this auto chekmark?

Hi John, The reason that this is happening is because there are actions on the mobile work order screen that copy the items when you open up the screen.  These copied items will then appear within Field Services when you open up the work order there.    I hope that helps.  Ronen

Hi swm023,  The “Contacts” grid that you have there is based on the contacts table. The custom fields that you added are based on the customer table. In order to be able to see these fields, you will need to link them via the entity table.  If you are not able to see the other columns for the other grids, please note the ...

jallen- By any chance was someone accessing the customer associated with that estimate? I have seen cases where QuickBooks locks out a record because of that. If you click UnDelete does the conflict disappear? Or does it come back. Does this happen with any other kind of transaction? -Michael

Sam- Both options are possible. For the first question you can drag a drop down object to the screen and make it point to the Initial field in the SalesRep table (This is done in step 4 when editing a drop down object)  and then create a Filter view (Step 3 when editing a grid object) for the grid that filters based on that drop down. For ...

Hi Blake- I am going to recommend taking a look at the SimpleInvoice report as an example. The SimpleInvoice template consists of a Master table(Invoice) and a details table(InvoiceLine). If you click on the Detail1 bar so that it is selected and look at the Group and Sort properties found at the bottom of the page you will see that by default ...

Sam- This is a good suggestion. I will make sure to pass it along, though I don't know when or if it will be implemented.  -Michael

This is a two part question. The first has to do with populating a single drop down filter using table data. The second has to do with creating multiple drop down filters for a single grid. The difficulty I've run into is how to populate options for a drop down filter based on data stored in the table under a given field. For example: ...