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I changed a screen within the new lead and customer tab to reflect two separate field phone entries (phone cell and phone home) when entering data. The fields and screens have been updated and they show as I expected.
However, when I go to the edit screen for each lead or customer the original fields show on that page ...
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That should work too.
I'm a little confused about this whole setup. From what I understand, you have the sales order screen where another screen will popup and allow you to select a ship to address and have that added to your Sales order screen. You also created a new table and screen to store these addresses. Am I ...
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Ok I found the correct field. It isn't Value from Session > Current - Screen Active RecordID it is Value from Screen > RecordID.
Now I have progressed the second issue with the process.
I opened the pop-up screen from a button in the ship to address1 field. In the button in the ship to address1 field, after openning the ...
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What's showing under the tax column is the name of the tax item and not the actual value. To find the value you can open the item in Method. Go to the Quickbooks tab group > Lists tab > Item tab link. Find the %20 item in the list and open it. You should see something like this:
- Adam
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The value from the value from Value from session > "screen active recordID" is not the RecordID from the row.
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That is correct. That is where it is being set.
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Hi keita,
I'm a little confused here, can you clarify exactly what you're trying to do. In your second sentence it sounds like you're trying to replace a current screen with the CRM_NewLead(2). But your third sentence sounds like you want to replace the CRM_NewLead(2) screen with the existing screen under the "new method ...
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thanks for reply
1. I've disabled ref numbers in Method until all users switch to Method full-time
2. I've checked the tax setting, it's 20%. Just did a sales order in Method with Quickbooks disconnected. See screenshow below...
how is this possible ? As you know it should be £10.25 tax
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The action is set on the "Select" link click action on the pop-up screen.
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Just to be clear, where are you placing the action to set the shared result? This should be done on the select link in the popup.
- Adam