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That's not the only list either.. A quick scan through my method tables shows only a few hunder entries in things like the invoice or PO tables, though our QB files has thousands. Also, I've noticed that our Accounts list only uploaded a few of the account names of the few accounts it uploaded.. the rest have apparently been assigned ...

I just took a look at the action list for that "active activities" filter, and apparently "active" means every activity that is not marked as cancelled or completed. So I may be experiencing a bug, because I've had activities created via the outlook addon, via the edit case screen, and via the new activity screen, and even ...

In the Activities lists that show up while working in the Case or Activities tabs, you can filter your list with four preset filters. The default filter when you open the activities list is "My active activities on or before today" As funny as that name is, I have been unable to figure out how to get any activity to show under this ...

Great, thanks for the explanation, this answered my question!   So from that I can conclude: 1. For my custom tab, if I just name the link of the CRM_NewActivity screen after one of the links in your default tab, ie "Log Call" or "New Task", then the hidden button progrmaming will kick in automatically and turn it into ...

I understand that the "Log Call", "New Appointment" and "New Task" screens are all just variations of the "New Activity" screen... but these aren't actually separately saved screens. Rather, they are all the same screen just programmed to open with different presets, ie automatically changing the ...

Hello all, I'm working on customizing Method to match up with the processes we use in Quickbooks.One of these processes is recieving items and entering bills against purchase orders we submit to our vendors. We are a drop shipping company, which means that we never actually "recieve" items, since they are shipped straight from the ...

IT WORKS! I am filled with joy. Thank you so much for answering this before leaving for the weekend! Now I can spend my friday night with Method

Hello all, My question is about the ability to copy actions or lists of actions from one object to another. What is important is the ability to modify those actions after they have been copied (in other words, not calling an action set) There are two slightly different scenarios where this question might apply for me: 1) In the Estimate screen, ...

Thanks for the response Michael! I see how that would work if I want to make a second button that exactly copies the action set of the first button. But what if I want to copy the action list over in such a way that I can then modify that list? When I call an action set, I am not able to edit the actions within the action set ...

The more I stare at the screen, the more I think I answered my own question: thats the button list that shows when the screen appears as a popup. Kinda obvious,  I guess Here's a better question, then: Say I customize my footer buttons to do all sorts of special stuff. I want my popup buttons to be identical to my footer buttons without ...