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I set up a process in an invoice to loop through a table and when the customer name on the invoice matches the customer name in the table the process is supposed to pull custom information from the table and replace info in fields on the screen.  It is working fine until I try it with a customer:job, rather than just a customer.  I need it to match the job as well.  The field in the custom table is called "CustomerName", and I am comparing that to the "Customer" field on the invoice screen.  I'm not understanding why it's not looking at the full customer:job?

Can anyone offer any suggestions?

Thanks so much!

Karen Dellaripa

kdellaripa:

Can anyone offer any suggestions?

Which field are you using to matching the name from the invoice?  The Name field in the customer table will only have the :job portion of Customer:job.  You might want to match the name up with the FullName field as this will contain the full Customer:Job name.  E.g. If I have a record called Alan Richards:Paving, in the customer table the Contact field will contain Alan Richards, Name will contain Alan Richards but FullName will contain Alan Richards:Paving.

You may want to export the customer table to review what each field contains so you know what to match on.  It also sounds like you need to adjust your actions so that you're storing the FullName into your custom table.  

HTH

~C

I already checked that and I am using FullName on both the table and the invoice.

kdellaripa:

I already checked that and I am using FullName on both the table and the invoice.

To debug your actions a little here you might want to put a few textboxes on the screen and enter the Action Results for the fields you're trying to match.  It can be helpful to see the Action Results before you try to match just to make sure the data is what it should be.  

If you're stuck and want a quick fix you may want to consider booking a 1/2 hour session with a specialist on staff here.  They can help debug the error and provide a little help with the customization you're working on.  

~C