bobbie56: I just tried to create a fomr from scratch (based on "work order type") I added "ContactName","ContactsEmail", "ContactsPhone", ContactsMobile", "ContactPhoneNumber" . None of the info comes up.
It's hard to figure this one out without actually seeing your report. Did you follow my steps above to create a simple report from the Activity table? I'm curious to know if that worked for you. From what you said above I assume you're also creating a report from the Activity table? If you could provide some screenshots from the report designer I can try to help out a little more.
bobbie56: Would it make a difference what screen the data was entered in?
No - the data entered in the new customer and estimates screen are all accessible in the report designer depending on the master table you pick. Try my simple report from above and you should see your customer data provided they have work orders in your system.
bobbie56: How do I do a screen shot so I can show you what is going on?
If you're on Windows 7, press the start button and type snip, the snipping tool will allow for screen shots. If you're on Windows XP you can use print-screen then open up MS Paint and paste the screenshot then save it. Once you have the screen shot you can upload it here.
~C