Method Community

Of course - right there in front of my eyes. It works now, but I have a new issue: The Entries in the Sales Rep and Customer Name column are exported into Excel with their bold and italic markings. (see below) Is there any way to not exprt those? In the field definitions for the grid for those 2 fields, there's an SQL override for each ...

Actually, all the grids are editable except the ones in the column for Sales Price. What do I need to do so that users can edit the grids in this column as well?

Please disregard this request. Found it in step 5 of grid wizard.

Nick & Dave - I have an idea for how we could get the TotalBalance from QuickBooks on a changes-only sync, rather than having to wait for a full sync. I'll see if my idea holds water, and post back with my findings. Paul

I made some changes to the EstimateLine field. Not sure what I did, but now when I'm on our Estimate screen, I can't click on a field and edit it. For example, under the column "Description", I can't click on one of the descriptions and be able to edit the text. The original Estimate screen allows you to do this. Not sure ...

Hi nick_warren,   Sorry about the delay, it's been a busy week.   The API can only access data in your method account. In the scenario discussed above. After method syncs the refund to quickbooks, quickbooks updates a balance record. Method does not know this. The only way it can know about the change in quickbooks is ...

Hi Bryan,   Check out http://www.methodintegration.com/Consultants.aspx and filter by api developers. I'm not aware of anyone of anyone that has built an iphone/pad specific app (yet).   Dave

dottie, I didn't explain the why you can't do this.   When you add a field to a existing table there is no way for us to figure out where on the screen you want that field to go so we may mess up an existing screen.  It may be a required field which would further complicate automatically adding a field.  The only ...

Ok that makes sense but the field I want to add is a drop down. However, after I add the field it does not offer me the option to enter what I want my drop downs to be. This might be a separate issue of what Im trying to do.  What I need to do is I want to add a field that already exists in the additonal info/payment & job info ...

How do I put the reps initials that creates a lead  automatically in the instead of manually going into ADD ADDITIONAL INFO and clicking on the drop down?