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Hi JKM@SA,
Currently you are only able to make a copy of a whole screen and are not able to make a copy of just a section or a grid.
-Michael
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Hi Dawn,
A lead will become a customer as soon as a transction get sent to QuickBooks. So for example if you created a sales order for a lead and did not check Waiting for Sync Approval when that transcation gets sent to QuickBooks it turns the customer into a lead.
-Michael
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Hi James,
[quote user="jnoneiliv1"]but over time we'll accumulate
a lot of Sales Oder Line records and it feels a bit computationally inefficient
for maintaining a schedule of open Sales Order Line items[/quote]
Are you only creating one sales order that you will use indefinitely? Or will each sales order just have many ...
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Hi cpitts,
This should now be working.
-Michael
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Hi Andy,
This issue should now be resolved.
-Michael
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Hi cpitts,
This issue should now be resolved.
-Michael
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Hi Gary,
This should now be resolved.
-Michael
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Hi Andy,
We are aware of this issue and are working on getting it resolved. I will updated this post once the update goes out.
-Michael
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JKM@SA,
You could add a linked field to the table and then use it on the grid as an option. What kind of data are you trying to add to the grid?
-Michael
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JKM@SA,
You can try filtering the Invoice type by either, Does not contain To Be or Contains To Be to give you some segregation
(In the filter header of a grid next to each filter field there is an arrow you
can click that gives you additional filter options.)
-Michael
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