Search results by user ID 6309

Re: Report Designer - Fields from Customer Equipment

guy — Wed, 21 May 2014 02:38:39 GMT

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.

Re: creating a relationship between tables

guy — Fri, 16 May 2014 01:09:20 GMT

Yes we do have pro and fieldservice. this is my screenshot of the dropdown box.

Re: creating a relationship between tables

guy — Thu, 15 May 2014 00:31:45 GMT

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 CustomerEquipment in the drop down box under the field service.

creating a relationship between tables

guy — Wed, 14 May 2014 01:19:54 GMT

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.

Re: Fieldservice add/edit and print.

guy — Tue, 29 Apr 2014 16:26:22 GMT

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.

adding to field list

guy — Tue, 29 Apr 2014 02:01:37 GMT

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.

Fieldservice add/edit and print.

guy — Thu, 24 Apr 2014 20:45:44 GMT

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 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 bottom it gives me a list of 50 customers that might have 10 different equipment for each customer. How can I chose the equipment from only the customer I have opened on my workorder. Then I want to print out the workorder and it show (unit #, make , model, serial #, VIN#, pump# and so on).

I have attached a picture of how I would like the information to look.
I am not sure if the workorder is showing up on here. still trying to figure out how to insert it.
Thanks

Re: Report Designer

guy — Mon, 21 Apr 2014 22:12:49 GMT

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 bottom it gives me a list of 50 customers that might have 10 different equipment. How can I chose the equipment from only the customer I have on my workorder. Then I want to print out the workorder to give my mechanic so he will have the information. I have attached a picture of how I would like the information to look. I did what you had said above but that is not what I am looking to do. On the workorder it came out below the description box. I have two different equipment boxs there.
I am not sure if the workorder is showing up on here. still trying to figure out how to insert it.
Thanks

Report Designer

guy — Sat, 12 Apr 2014 16:47:08 GMT

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 page but when I went into the program and printed a actual workorder it did not show any equipment where I draged the list to on the page. and how do you add page lines, or do you have to use lable strecht it out border it and copy and paste as many as you want. I want to have a (repairs description) area on the printed workorder for the mechanics to right down what they found and repairs made.

Thanks

workorder page

guy — Sun, 06 Apr 2014 03:04:56 GMT

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.