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Thank you Michael.  i will recreate the grid and ask if I have any questions!

My apologies for the delay, but thank you Michael!

I think I have figured this out on my own and will start another thread should I need help with this again, as I have still not received a reply a month later. Thank you for your help, regardless.

We have customers with several jobs.  I have been searching long & hard for where it is written that the Transaction grid pulls the information for the job only, not the Customer, and am simply giving up at this point. i.e. We have a store with three locations.  Each location is a separate job under the customer which is named ...

Can someone please walk me through the steps for linking customer table fields to the activity screen? i.e. While a sales rep is entering activity info, I want them to be able to see current balance, phone number, lead status, and other Customer fields on the left hand side of the screen.

 Thank you Can you please explain the process, step by step, as it is not clear to me how to edit those choices when visiting the edit screen of a drop down I created.  I can't even seem to find where to view what the current choices are.

I was prepared to edit that action, so I will work around it, thanks. So, where do you go to edit existing Drop-down lists that are editable?  I created a couple new drop-downs and on both, the words Ref was added to the choices.

Hello, We are trying to edit the options for LeadStatus and are unable to locate the spot to do so.  Please advise. Thanks.