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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 ...
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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
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Well, no luck there either with eliminating the spaces.
I'm at a loss
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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 "". ...
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Well, sync is updated and the changes didn't take.
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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. ...
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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 ...
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[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
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[quote user="LaCrews"]A more cost effective but manual approach would be to have the actions occur when somebody logs in and triggers an on screen load event.[/quote]
Just wanted to post up that this solution would work good for you - thanks LaCrews!.
We have a date difference action to help you compare 2 dates.
~C
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Thanks for the additional detail - I need to review a few things around roles before replying back to this thread. I have not played with the role feature enough to give a good answer on this one yet.
~C
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