Method Community

I'm not sure how to "drag the Notes field"?  Where would I find it? 

Just edit your customized copy of the CRMQBO_EditCustomer screen, and drag the "Notes" field on there somewhere. Then republish! Method will know what to do from there. Paul

I am trying to add a "Customer Notes" text box in the Edit Customer Screen on the Customer tab. I want it to pull existing info from CRMQBO_QuickbooksCustomerNotes and also have the ability to add new text. Basically we want the Notes section that appears when you click the More Options button when viewing/editing a customer to be a part ...

[quote user="dottie"]if this computer is turned off for some reason and Method cannot access the job numbers from the custom field I created in Quickbooks will all my already assigned job numbers main sync populate & change into new numbers like they did previously.[/quote] The way we built your actions, Method is the one populating ...

The reason why this error was occuring with the job #'s changing, is the main computer that is used for the real time syncing was off and quickbooks was not running. We set it up so that it is running at all times but the important question is if this main sync computer is turned off for some reason and Method cannot access the job numbers ...

Chad, thank you so much for the details. I am still confuse about "Replace links to an existing screen", like said, if this new invoice screen is created for sales person only ( they can only read invoice, cannot edit and print save,,) so I need to choose it right , that's mean any new invoice come in or change , they will see ...

Rolf - my apologies on my delayed response. I've now brought this to the attention of our team who should be able to get back to me on if this is something we can and will do. I'll post here as soon as I know more.

[quote user="dottie"]Another thing I noticed is that even when I correct the job numbers that do not correspond to the custom field in Quickbooks they eventually change to other job #'s in Method after the screen reloads a few times[/quote] I suspect this is realted to my other reply - we tried a few ways to get this done for you ...

[quote user="dottie"]Any reason why this may be happening?[/quote] It's possible you just need to wait for the information to sync over.  If you're seeing a problem after a full sync then you'll want to review the actions on the screens.  We walked through a fair amount of customization so it's possible you ...

[quote user="dottie"]Any way to have the job # information automaticially transferred from the new customer screen to the edit custumer screen so we can see what job number has been assigned after the new customer is saved?[/quote] Since you have this field already added in the customer table all you need to do is drag the job number ...