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I have a grid based on the Opportunity Table. I want to add a column to the grid with a comma delimited list of Estimate numbers related to the Opportunity. Is it possible to write an SQL Override that accomplishes this? Ideally I would like each estimate number in the list to be a link to the associated estimate.
I have ...
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Hi Kelsey,
I am glad we could help. I could tell by your post that you were close, so I am glad you got that little bit of info you needed to proceed.
Regards,
Ben
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Thank you, Ben. The “If screen RecordID > 0 then..” part is what I was missing.
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Hi LaCrews,
You still need to pass the company account, and login, but instead of the password you can pass in the SessionID
Dave
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Hi Nebo,
If you are referring to the Customer Message from the Invoice Screen, then you would not be able add a new message directly in Method. This is a limitation from Quickbooks, Method is able to retrieve data from the CustomerMsg Table, but we do not have access to write/edit this data back to the Quickbooks Table.
I am not sure what ...
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Hi thyon,
Sorry about the delay, I've been out of town. Anyway, I just wanted to touchbase and see if the problem has been solved.
If not can you send me an email with your companyaccount name, and an example of the insert you are trying to perform.
Dave
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Hi Ben B,
Sorry about the delay....I've been out of town....anyway, you can find the api documentation at http://www.methodintegration.com/Method-API-for-QuickBooks-CRM.aspx
If you have an questions about how to upload images/files via the API just ask.
Dave
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Glad to hear it! :) Thanks for your patience with this.
Jason
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Looks good. I'm able to just add an opportunity without it changing any of the data. FTW
Nick
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Hi Nick,
A fix was implemented on your account. Let me know if the issue was resolved or if you're still experiencing problems. Feel free to email me.
Jason
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