Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Fixed (#3599) - removed actions related to passing the entity name to the contacts pop-up screen. (QBD & QBO) Fixed (#3652) - removed balance field from tab link and screen. (QBD ...

[quote user="Method_Chad"]I've put a ticket in with my team to see if we can come up with a better solution for this type of filtering on a SQL Override.  I'll keep this thread updated.[/quote] Just a quick update on this comment - I've added this as a suggestion update to the stock screen.  If or when this ...

[quote user="Jcamp0123"]Is there a way to filter both fields in a single lookup field, without customizing the screen?[/quote] At this point, no.  The problem is that SQL overrides are not filterable against multiple criteria, you can search for either JSmith or Completed but not both at the same time.  There is ...

[quote user="SMcGovern"]Any thoughts would be appreciated.[/quote] I'm not that familiar working with sub sub-sets of data inside the report designer but it looks like I am only able to add 1 level of detail to a report.  I tried to mimic what you did by creating a EstimateLineSub table linked to both Estimate and ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Vendor List Fixed (#3599) - removed actions related to auto-filling the entity name on screen load. (QBD & QBO) Cheers, Danny

On the activities list, I would like to use the column Assigned To/Type/Status to allow me to filter activities that are completed for a specific user. Example: I would like to show activities Assigned To: JSmith where the Status is Completed. If I type in JSmith and Completed, there are no results found.   Is there ...

All, I have been working on expanding our estimate system to include a sub table for the estimate lines.  The idea behind the table is that we have a service item that might have several individual quotes that would role up into one line of the esitmate.  In order to track and keep that information directly tied to the esitmate but to ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Fixed (#3599) - removed actions related to auto-filling the entity name on screen load. (QBD & QBO) Contacts List Fixed (#3599) - removed actions related to auto-filling the ...

[quote user="Sheila"]How do I make a change to this list to show only the Business name[/quote] Hi Sheila, We've customized the grid on the stock customer list screen with a SQL Override to make it easy to view the Contact: Name, Full Name and Company Name.  To change this you'll need to make a copy of the ...

[quote user="LaCrews"]They don't have a choice.  Which version are they using?[/quote] Just posting back to confirm that they don't have a choice, they'll always end up at the live version of the site unless you modified their portal link somehow. ~C