David Jeffries

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Latest activity by David Jeffries
  • David Jeffries created a post,

    Calling Parent Data and Top Level Data

    Wanted to see if there was some documentation that talks a little bit about calling data from a parent or top level document when designing custom reports.    Specifically I'm looking for the follo...

  • David Jeffries created a post,

    Inherit Numbering?

    I'm curious if there is a way to make the system inherit numbering from a parent object.  That way when a client references a job number it's the same across the board.   Thoughts?   Example or som...