Method Community

Hi joshtodd, The AutoGrow feature would normally take care of this for a read-only grid, however, since this is a grid that needs to be editable in order to add items to it, this won't work. - Ashur

This email came in from Jeff:  In Quickbooks you can setup jobs under each customer. Are these supposed to show up in the Customer Portal? Maybe I have something configured wrong? I added a job and invoice to our test customer and it does not appear to show up.  All of our customers have at least one job, sometimes more so this will ...

In my invoice, work order, and estimate screens, I would like to be able to read the entire description by default. Currently you have to double-click the line below the description, or click and drag to resize the description for each line. This can be very annoying. Here is what it looks like by default right now: And I would like it to look ...

Hi JoAnne, First off welcome to the forums.   There is no screen called "Action".  You will need to set this up on the screen you wish to send the email.   - Adam

No, I just want the parent and all job types to have the same sales rep for each customer. I never want them to be different, and I know QuickBooks doesn't support that anyway. But I find I'm able to change some, but not others, and I end up with customers that have one sales rep for the parent and staff subaccount, and another sales rep ...

Hi Mike, I'd like to investigate this further but what is your end goal here? Do you want to be able to have different Sales Reps assigned to the Parent Customer and Jobs? If so, this is potentially going to cause issues as this isn't something that can be done in QuickBooks. It can be done in Method but again may cause some ...

Thank you for responding and diresting me to forums.  I can not find the screen "Action" so I can't set the merge fields command up. Thanks, JoAnne

Thanks

Shane, Just so I understand, you have field 1 already populated when the screen loads?  If that's the case, you can use 'Enter Value into Field On Screen', and after field 1 is populated, add that action and set field 2 to be populated with field 1. Or you can use 'Retrieve Value from Table' and get the value that ...

I cannot find my old thread about this but it's a continual problem that is causing significant issues. All I want to do is assign different sales reps to certain customers. I am starting with individual accounts and then if that works, I can use the export/import function in Method to do a few at once. But the problem is, my changes do not ...