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I am having the same issue and have tried everything I could find in the posting and I still cannot get customer equipment to show up in report designer under the fields list.
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Yes we do have pro and fieldservice. this is my screenshot of the dropdown box.
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Yes we do have Method CRM Pro.
I did what you said went to Customize > Tables/Fields > Activity. Select "Add a Linked Field", but there is no Link to CustomerEquipment in the drop down box.
Also went to field service Customize > Tables/Fields > Activity. Select "Add a Linked Field", but there is no Link to ...
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Trying to create a relationship between customer equipment table and activity table. I have tried doing what was posted in the forum by anonymous. But the customer equipment is not in the drop-down box.
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THANKS, ON THE SECOND PART I HAD TRIED TO LINK IT ALSO BUT THOUGHT I WAS NOT DOING SOMTHING RIGHT TRIED EVEN TO LINK TO DIFFERENT ACTIVITY WITHIN ACTIVITY AND IN CUSTOMERS BUT NOTHING WORKED.
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I have been watching several webinars and reading on how to add table and fields. I still don't under stand how to add the customers equipment list to the field list in report designer. Or linking fields to table. Do you link from the customer equipment field to the activity field or vise versa.and the process.
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I have been reading several post on tables, fields,screens and report designer. I am starting to under stand it but still not sure how to add a drop down box in workorder add/edit from customer equipment and have it show up on the printed workorder in report designer or have the customer equipment added in the field column on the right.
This is ...
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Hi Ben : I have been reading several post on tables, fields,screens and report designer.
This is what I am trying to achive, when I open up a new work order on a customer and I enter the customer name select the one I want. Now I want to enter the unit number for the equipment the customer has. but when I chose equipment at the ...
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I have a fair under standing of the report designer and how it works. I recreated a exsiting workorder, it is based on activity, I have just about every thing I need in it. but how can I include customer equipment list in to the field list. I did notice in the activity customer there is a customer equipment that I add on my ...
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When I double click on a customer in calenders the page shows up with a wide upper and lower blue boader and a narrow center to work in. how can i fix this. I tried to put a picture on to show but could not figure out how.
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