Method Community

Hi Mike, May I suggest a different condition for your subaccount update? Could you not set the condition as (assuming this is the contacts table) "where parentFullName equals value from row FullName"?  Just include FullName field in the grid. You can then use that value to first update the parent, and then update the sub account by ...

I am using Quickbooks Desktop.  I put the credit card number in Method.  It does pull the cardholder name , street address, and zip fields after I select a payment gateway, but not the credit card number and expiration.  

I changed the coding above so that the IsDormant field in the Customer table updates to "FALSE" when the FullName field = Value from row.FullName. This seems to work for the parent entries. The problem I have is the subaccounts. My coding says, make the IsDormant field in the Customer table "FALSE" when the ParentFullName ...

I'm receiving errors doing these actions that apply to a single row in the grid: Loop through checked rows only (1 name) Update the IsDormant field in the Customer table to "FALSE" where FullName = the Customer Name field from the contacts grid on the screen. This in theory takes care of the "parent" ...

Hi David, I am going to look into your post here about storing credit card numbers, please give me some time to do some testing to see what options might be available to you. One question though, are you using a QuickBooks Online or QuickBooks Desktop account, there could be subtle differences between the two, so it would help me for testing to ...

To anyone else following this thread, I was able to discuss this issue with Rob yesterday, and we have been able to get this resolved.  This was a bit of an odd case, I haven't seen this issue before, but I believe it was caused by Rob's WebService provider.  Just to recap, according to the error message Rob provided in his ...

Adam, Thank you so much for the help. I am editing a copy of the "ContactsPortalQBO_NewCase" screen which I have named "ContactsPortalQBO_(Accept/DeclineEstimate)." I do currently have an "Update Field In Table" action associated with the "Submit" Button.  However, I'm pretty sure I do not have ...

I'd like to have a grid showing all "Staff" accounts, their sales for the quarter-to-date before staff discounts, and then after staff discounts. I would also want 2 columns showing year-to-date before/after discount sales totals. There are 3 distinct discount line items (eg, Staff 5%, sStaff 10% and Staff 15%) that would ...

Thanks Naeem! Apprecaite your help! -Steve

Thank you Adam. I'll check the customization and follow  your advice in order to look up customers by customer type. That can help. Is there a way make it so that each rep only sees what I want them to see and not someone else's customers? I want each rep to have a base of customers that does not change unless I re-asign as ...