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When we take a lead and convert it to a Customer in Method it is not showing up in QuickBooks. We did a Push Sync and it's still not showing up in QBs. We have the regular verson of Method. Any help would be much appreciated.
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I'm still trying to build a report the way I want. I'm currently filtering a report with a list of RecordIDs for the Activity table. However, in the report I have also have the JobItems table unattached. I'm trying to filter this table from the Generate Report action as well.
Is this possible? Can I send in filter criteria for ...
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Greetings,
If i want to move from qb desktop to qb online, would i still have to start from scratch with Method with all my custom work?
Thanks, John M
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I would like to perform an action while looping through checked items in a grid. I would also like to uncheck the items once finished, thus preventing the user from forgetting to uncheck the items manually. Are there actions to allow me to check/uncheck the grid column checkbox while looping through the grid?
~V
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Hi Chad,
So I have watched another webinar on customization and it seems that my screen looks different form th ones on the webinars. In my "customize" thne "screen" tab - all the screen choices have a 2 or 3 little pictures of paper with the words "copy" "view" and sometimes "edit" to ...
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[quote user="Rolf"]Where would I find that in Method?[/quote]
It's definitely not part of our stock screens so there might be a reason why. I've asked a team member here to clarify and will post back.
~C
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I was unaware this was a DevExpress tool...I'll have a look there (and their forums) for details on getting access to the "current" record ID for a report.
Thx
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In Quick Books on the Receive Payments window there is another button for choosing discount as a payment method. Where would I find that in Method? We would like to be able to do this through the Receive Payment process as this allows for the auto-applying of this 'payment'
thanks,
Rolf
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[quote user="Blake C"]Could I use that somehow to get access to the current WO ID within my grid? Is there some other way to get access to the current row of a report?[/quote]
The only suggestion I can provide for you on this is to look at adding a second detail report to get access to the data you need. I've got 2 ...
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[quote user="Rolf"]This does beg the question of why would one assign a user more than one role, as the higher always trumps anyway?[/quote]
I can't think of a reason why you would double up role assignment but I'm sure there's a use case out there. I think the lesson for roles is to carefully plan them out before you ...