Hi Jeff,

I'm a little bit confused because I strictly followed this video tutorial and it doesn't show any record although I have one quote in my crm.

The only difference I can see is that I have a french version with Sage 100 ERP Integration that adds the account entity, and a link to the opportunity. Is that a problem of context ? Should I add any SQL Clause on the Quotes Tab in addition to the settings showed in this tutorial ?

Thanks

Jeff ...

This video is very helpful. My question is....Is this only for lists? Or can I use the same concept for a screen? We are not using "leads" in the traditional sense. Therefore, in our setup we have a secondary entity called CHSleads. This contains all the lead data...ie lead received date, intended move in date, intended start date, etc. There are not a lot of fields on this table. This design makes more sense when you move to the application stage and we have a secondary entity called CHSapplications. These tables are one to one relationships to the Company table and we are considering them "extension" tables. When I am on a Company, I want a tab for Lead Info and another tab for Application Info.

I created the screens without any issues using runblock and I added a view. Quick recap on that...

Administration-->Customization-->CHSlead-->Views (Created the view)

Administration-->Customization-->CHSlead-->Screen (Screen based on Associated View above)

Administration-->Customization-->CHSlead-->Blocks (Used the screen created above)

Administration-->Customization-->Company-->Tabs (Used runblock referencing the block created above as Block Name)

Based on what I have done, it seems like it should work. However, when I go to the Company and click on the Lead Info tab, nothing displays in the fields. My view is pretty simplistic. Therefore, I am wondering if this should this work for screens but my view is not written correctly. This is the view I wrote...

CREATE VIEW vLeadInfoCompany

AS

SELECT Company.*, CHSlead.*

FROM Company INNER JOIN CHSlead ON Company.Comp_CompanyId = CHSlead.led_companyid;

Any assistance you could provide would be greatly appreciated. Thank you!