Hi, I have data on spreadsheet to import into Notes field where there should be multiple lines in the note. The data contains \r\n characters which are correct characters to use when importing data. However the characters appear to be stripped during import. The workaround is to alter the data in the spreadsheet replacing \r\n with CrLf (just some other text), then in the Import formulae Replace(<text>,’CrLf’,’\r\n’) which then imports as expected. Does this make sense to have to do this ?
In Generic inquiries the @me option works on parameters as a default on CreatedBy, LastModifiedBy or OwnerID fields. I need a list of outstanding Appointments where @me is an Employee on the Staff Tab of an Appointment. How to find your own Appointments? The Appointment Summary does this but does not filter out applointments where staff have completed their service logs and there are multiple staff on an appointment. I plan to use a GI as the Appointment List in the Mobile App which does this. My problem is that @me does not work on EmployeeID or Employee.UserID directly. An Employee has a Contact record and Contacts have OwnerIDs but there is no way to access this to update the OwnerID such that it can be used on the query. I am looking at creating a new Contact per EMployee and using this in the query where the owner of the contact is the employee. Is this necessary?
A default Labour item on an employee will default onto a Staff Line of an appointment. I don’t think it is used except when projects are involved? Work performed on appointments needs to be charged at labour rates which may be different per employee, but the labour rate does not affect the Unit price. Workaround is to have separate Detail Lines where the default unit price comes only from the non-stock item and hope you assign the right staff member to perform the work. I have a GI that can detect detail lines that appear to have the wrong rate and could update the unit price with a business event but just checking if I am missing something?
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