Method Community

QB Desktop, and I believe this occurs in the CRM. The screen used is a copy of the CRM_ActivityCalendar screen. By the way, I did install filed services so that I could view the screens (and maybe copy some of the mapping code) but that calendar refers to work orders (and not activities) so existing data isn't populated in that calendar. ...

Mike, I was able to replicate this issue and created a ticket for our dev team to investigate it. We'll update this thread ASAP. This only happens when the field is set to read-only, so if you want to show the value to the user creating/editing an invoice then I would suggest having two separate fields on the screen, one being the ...

Hi Mike, Sorry for the delay.  Can you tell me whether this is Desktop or QBO version, and also if you're in Field Services, Scheduling & Invoicing or CRM?  I'd like to see I can recreate this on my end. Thanks - Adam edit - Also, could outline the steps you took and which calendar?  I haven't been able ...

That sounds like a great idea. A couple of quesitons though. How do you create a new report? How do I go about inserting a jpeg to the report after I create it? Thank you for your help!

Dottie, From what you have described,  my guess is that it sounds like you may have deleted the screen before you removed all of the links to it.  To go forward with this, it may be best to book paid support to look into this issue.  We can continue to try and diagnose the issue through the forums as best we can, but ...

Hi Karen, I'm sorry to hear you're getting frustrated.  The Report Designer is actually developed by DevExpress.  They have documentation here and a Support site that you can check out.  Perhaps the support site at DevExpress can shed some light.  I'll also ask the team here if they've run into these ...

I copied my custom screen edit customer 3 and and the new screen became edit customer 4. I tried to customize something but it didn't work so I deleted the editcustomer4 screen so everything can revert back to the edit customer3 screen.

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Improved (#4003 & 4009) - when loading a new or existing activity the screen would automatically place the cursor in the “Contact” dropdown list. Initial feedback suggested ...

I have been trying to do a custom invoice for a week now.  I am so frustrated with the behavior of the Report Designer and the lack of documentation on how to use it! I have been having trouble with two group headers mysteriously changing places.  Last night, somehow, I was able to get them back in the right order, however the ...

I deleted the test activities and decided to just see what would happen with existing activities, and the same error occurs. Even changing the starting hours on a copy of the stock Method screen gives the same errors. This is a problem.