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Hi John, This makes sense and sounds good to me! Best, Brittany

Hi Justin, Thanks for your response, but haven't been able to resolve the issue.  I confirmed that the Add Contacts actions are identical on my Edit Customer and Edit Lead screen as in the stock screens, and I have not done any editing to these.  The "Full Name" field is populating correctly on the Edit Customer.  ...

Today, I went to add a new contact for a customer, which I have been able to do before.  However, when I try to save the contact I get an error that the "Full Name" field is blank.  I realized that the Entity name is not populating at the top of this screen to assign the Contact to a Customer.  After looking at the actions ...

I have already set up some email templates for me to send to clients when I schedule a consultation with them.  The template confirms the appointment date, time, and location, etc.  What I would like to do as well is set up an auto-reminder for the client a day or two in advice of the consultation.  For instance, the day before the ...

Great, thank you Justin.  This worked!

I am creating a screen based on the Customer table and have a grid.  I want to have multiple fields in a single column, so am trying to use a SQL override.  I copied the same code that is in the Contact List: '<b>' + ISNULL(viewContacts.AssignedTo,'') + '</b><br />' + '<i>'  + ...

Is it possible to create a filter in the activity grid that will omit all future occurences in a series and include only the next upcoming one? For instance, one of my staff has a small but important task that has to be completed twice a week.  When she looks at her upcoming tasks for the month, I don't want her to see 60 occurences of ...