Search results by user ID 6162

Website Links

DODOM2 — Fri, 15 Nov 2013 16:50:43 GMT

Hi, We currently have a field in our inventory items that we copy and paste a link to our vendors website or to the item that its being added in. Is there any way we can make that external link a clickable link so we don't have to copy and paste to view the vendors site? Thanks - dustin

Re: Open Table within a customers file after a filter is created

DODOM2 — Tue, 29 Oct 2013 16:56:57 GMT

Hi Ben,

The field services table is where the records are based that were trying to open within the "assets" tab under the customers name. We like to track what equipment our clients have in their business so we can trace warranties and so on. So this is what I would like to happen.

1.) Search customers name

2.) Click on "go to" or "select" by the customers name that you wish to look into

3.) Scroll down to the sub tabs and click on "assets" sub tab

(AT THIS POINT IT SHOULD SHOW ALL RECORD ID'S AKA ASSET'S RELATED TO THIS CLIENT, WHICH IT DOES"

4.) When I search the asset # that the client gives me it shows up the asset or record id. BUT when I click on the "go to" or "select" button beside the asset that I'm trying to open it just takes me to a "new equipment" table for a new entry. So its not really filtering out the record id. The button isn't opening just one record id but rather the whole customer equipment list.

NOTE: Speak with Adam for any help you may need to help understand. He had a pretty good idea of it yesterday when I spoke with him. I appreciate it Ben!!!

Open Table within a customers file after a filter is created

DODOM2 — Fri, 25 Oct 2013 18:06:46 GMT

Company Name: EBSCOMPANYKY

Support Enabled: Yes

Hi. I would like to set our account up to where you can open a customers file name; then in place of opp. tabs, there be a asset tabs so we can trace our clients equipment on site and warranties etc. I have it filtering at this point however it doesn't open the exact record when you click on "go to". Use the client name "smart" to search the client that we currently are using for testing; then click on first result to access the file. Then click on "asset" tabs which you sould see a record at that point. When you click on that record it needs to open that up. Any help is greatly appreciated!!!