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THANK YOU!! This did it! I really appreciate your help on this. I think it’s exactly what we needed. Many thanks – Sara

[cid:image009.png@01D65058.1531FCF0][cid:image010.png@01D65058.1531FCF0][cid:image010.png@01D65058.1531FCF0][cid:image011.jpg@01D65058.1531FCF0] Here is the screenshot. I want to REMOVE “Primary Contact’ in “ROLE”. IF I click “Update Primary” I am able to do this, and change it to blank (which is what we want). However. I…

Thanks. I think this is the same field I'm referring to - it's in the Relationships tab on the customer record. I can do it manually by choosing the "Update Primary" button, but this has to be done one at a time. With so many to update, I wanted to use CSV Import or Mass Update. I wondered if anyone had found a creative…

This did it! I am so very appreciative of your help. More testing is required in SB before going to Production, but so far, so GREAT! Many thanks - Sara

Got it. This is beyond our skill level, I think. BUT we'll learn if the simple solution above doesn't work for us. VERY much appreciated! Sara

Thank you! We're going to try this.....I'll post if we have a problem getting this done. Great!

Thank you! I had tried to edit the "Summary Label" field, but only tried it on the "Grouped" fields. With your suggestion, I went right to the first "Maximum" field and saw I could edit. Thanks so much! Sara

Thanks for responding, Evan. I was just wondering what to do next! I may not totally understand what you're saying, but I am not having a problem seeing the total when I edit the custom item field, whether on an existing invoice or when I enter the data for the first time on a new invoice. However, even in those cases,…

Now I see "TotalTest 0.00125.00" on a one-line invoice. I still don't see the value in the field (even this strange formatted value) when I view the invoice, or after I save it. On a 2-line invoice, with values $15 and $35 in the custom item field, I saw just the 35.00 appear - the 15.00 never appeared, and it didn't total…

I have the screen shot, but I don't know how to get it to post - I don't see a way to attach a document and I can't paste it inline here.

So far, I just substituted my fields for the fields in this code. I'm not sure: 1. If that's all I have to do and 2. If this will do what I want - I want to total MY custom Item field and put the result in MY Custom Body field and 3. How to get it to run whenever the new field "custcolitemtest1'" is changed. I put…

I'm still getting the same error. My file is below - it's a copy of Oliver's file - at least I did a copy/paste. Is it possible I'm not "loading" the new file somehow? That I'm not putting the correct "Name" in the trigger? I have "onSaveCustFieldChg" on PageInit Function (thinking this one will put the value in the Body…

I did this - at least I think I did. But I'm getting the error: OnSaveCustFieldChg (field change) JS Exception TypeError Object Expected The script is below. I put the "OnSaveCustFieldChg" on Recalc Function (no where else) And I also want to see the total field displayed whenever I view the invoice - but I'm not seeing…

Any suggestions at this point? I believe I've tried everything so far, but I still cannot see the "total" value except right when it's being calculated. Thanks - sara

Thanks, Lorne. Yes, the field is set as currency, and "Store" is checked. I put your code in and it does total up now, but I still do not see the field when I save, or open a saved invoice. I even created a new one - just in case - but I still cannot see the Total Body Field value except just when I add or change the…

Can anyone help on this?

Give that man a raise! I should have asked - I didn't have the "custcol_" and "custbody_" in my names; I thought that was an identifier in the code, so I didn't even ask! I see that the field is being updated, but not totalling. And I don't see the field value appear in the header when I "Save" or "Open" the form. I see…

Can anyone tell what I've done wrong? Still getting that same error. Perhaps I'm not loading the code properly? Never having done this, I'm following the "help" instructions, but they aren't always that clear to me. Thanks so much - Sara

Thanks. We do have One World. We finally got it figured out and now are working on historical and updates. Sara

Thanks, Oliver. I don't understand why it's a required field for an import, then. We don't enter this on a manual record creation (I'm not even sure I've ever seen where it CAN be entered!) Sara

Thanks, Oliver. I'm going to try this....I appreciate the quick response! sara

Thank you very much. I actually did find this - I had to set the reset date earlier than I had thought!

I can't wait to check it out! Thank you!

Thanks. I'm going to take your suggestions to our meeting this afternoon. I think we have some of this in place, but explaining the process that is actually being used (assumed successfully), will add weight to the conversation. Much appreciated - Sara

You are a dear! (Boy, that makes me sound old, but....) I have been able to customize several reports (redo them), but still have so many questions. Thank you! Sara

Thanks so much, Julie. Your info was a critical piece - I didn't realize there was no "fix". I'm going to try a report again - and I WILL post with questions and I will call support, too. My biggest problem is that I don't know HOW to use FRB at all. Is there a "training guide" or anything? I don't even have a specific…

Thanks, Marge. I've been trying that...get lost in the links, then get interrupted, so it's just fair. And some info, like renamed fields or entire tables removed, is not documented anywhere, so I get going on a report and get stuck (and frustrated). Do you know (or does anyone know) if there's any way to print the entire…

Hi - I'm wondering if this report has been created. We use Contract Renewals and would like a waterfall report and a report that shows Deferred and Recognized Revenue. Thanks! Sara

Thanks, Vic. I really wanted the more dynamic function, like in the reports when you can change the column drop-down. The problem with "Case", I believe, is that I have to hardcode the dates, so the search is only good for one week or whatever. I'm running Time reports - the CFO wants to look at the entire organization and…

Thank you!! This is what I was looking for - turns out my problem wasn't my formula, but that I wasn't sourcing the Location fields on the item - I didn't know they were stored by location there. Again, many thanks!