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[quote user="JKM@SA"]How do we get it to show only Active Items?[/quote]
Great question! I just finished some customization on my end and had to do something very similar.
Create a copy of the QuickBooks_Estimate screen and open up the screen designer to edit this page. Once you have your copy open click edit on the ...
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[quote user="JKM@SA"]Is there a way to search Customers & Leads at the same time?[/quote]
Yes, please see my post below.
~C
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[quote user="JKM@SA"]What is this field for?[/quote]
Contact Type is defined by QuickBooks and is not something we set. It can either be Contact, AltContact or Empty. When Empty it's a Method only contact, when either Contact or AltContact it means they live inside both Method and Quickbooks.
[quote ...
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[quote user="Arnie"]
I dont understand, there is a screen called QBO_SalesOrder, surely QBO stands for QB Online...thanks
[/quote]
Arnie - in your Method CRM for QuickBooks Online account, if you take a look at the list of stock screens listed under Customize > Screens, you'll notice that the screen you are referring to is not ...
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[quote user="Arnie"]I'm getting the same message when i try and preview Sales Order and Purchase orders.[/quote]
The screens you're looking at have not been updated for QuickBooks Online (QBO) since QBO doesn't support them. The screens you're looking at here are meant for QuickBooks Desktop at the moment. ...
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[quote]When working off my activity list and I click on the account. It only shows one contact person how do I get the bio of another contact person from the same company without having to go back to customers and bring back up the particular customer?[/quote]
From your activities list click > Go To... then on the left hand side of the page ...
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[quote user="MikeB"]I can't see any Estimates tabs or screens[/quote]
The estimate screen is located at Customers > Estimates.
[quote user="MikeB"]Furthermore, I don't see them listed as screens within the Customize tab, but I do see an Estimate table.[/quote]
Look under Customize > Screens and make sure ...
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I just want to update this post by saying while this doesn't exist in stock Method CRM, you have the capability to build this feature in yourself through customization (or have one of our Customization Specialists build this for you.). All the actions exist to make a duplicate button, populate the sales order and insert it as a new ...
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[quote user="smohyee"]I guess the takeaway is that multiple "Save All Sections" actions in an action set causes problems? [/quote]
This shouldn't be the takeaway as you can have multiple Save All Sections in your actions. I'm going to test this today and see if there are any issues around multiple Save All ...
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[quote user="MikeB"]Is it possible to use an existing sales order as a basis for a new one?[/quote]
No. When you select an invoice and load it, any modification to the selected invoice will update the invoice on screen. There is no duplicate invoice feature on the invoice or sales order page.
~C
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