Method Community

MikeB- I have been reviewing this thread and I think the next best course of action may be to book some time with a consultant. If this issue is a Method bug and not user error or something caused by customization or a QuickBooks settings then the call will be creditable. -Michael

Hi Mike- I was able to duplicate the issue you have described. This issue is related to how shared records work, if Share All Records is unchecked then it applys filters based on sales rep and since Employees do not have sales reps assigned to them its the reason why you can't see them in the drop down. One thing that can be done to ...

Hi Carol- The above example posted by Birch also gives me a grid error when using it on a customer based grid, however this slightly modified version of it should work. SELECT Cast(ROUND(Sum(Amount),2) as decimal(9,2)) FROM viewaccInvoice WHERE viewaccInvoice.Customer = FullName AND viewaccInvoice.TxnDate > cast(year(getdate()) -1 as ...

I find the 'Show Summary' for a screen to be very useful when performing customization.  I have noticed, though, that grid action sets are not included in the summary.  I suggest adding the grid actions to the screen summary. ~V

Well, no luck there either with eliminating the spaces. I'm at a loss

So I updated without the spaces at the end of the sales reps and I'm waiting for the sync. Incidentally, in Resolve Confilcts, I get this message for a single record at the update time: "QuickBooks returned an error when adding/modifying a accEntity record. The error was: There was an error when composing an address in "". ...

Well, sync is updated and the changes didn't take.

Keeping the 5 spaces appears to have worked, but then, I'll have to wait for synchronization. As stated earlier, in the Quickbooks tab, the most recent "Changes Only" synchronization time is 6:04PM, and the most recent "Push" time is 6:18PM. But I updated at 6:22 PM so we'll see when those times pass my update time. ...

More details: When I ook at the "Contact" field on the new activity screen, I see the following filter is applied: "SalesRepRecordID is one of in value from session SharedListSalesRep" To refresh - the 3 fields shown in this dropdown are: Name via ContactsName CompanyName EntityType As an admin, I can log activities ...

[quote user="MikeB"]Could that be the issue? Do I need to add 5 spaces after every revised sales Rep ID>[/quote] You could try that but I really don't think that's the issue here.  Let me know if adding that did anything. ~C