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I have a field in the "Activity" table that I want to link to the "Invoice" table. How would I go about doing that? It doesn't work when I just link them to one another.
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[quote user="MikeB"]Hmm...I'm close...[/quote]
There's an action to refresh the charts, try adding a refresh chart action for the last chart onLoad and see if that doesn't help.
~C
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OK, the manager has a sales rep ID which I added to the dropdown list (from the SalesRepFilter table). I also made the dropdown default to the manager sales rep ID.
After unhiding everything, the sales rep list field now shows 5 reps (4 + manager), the dropdown shows the manager sales rep ID and the Assigned To field now shows the ...
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[quote user="MikeB"]I can try to add the manager's sales repID to the 1-row dropdown reference table and see what happens.[/quote]
I just thought of once place you could adjust that might prevent the error message. Under Customize > Users click edit on the manager's login look for the Link to Employee/Vendor/OtherName ...
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OK, thanks - a little more...
Report 4 really only has 2 fields that associated actions use for defining/filtering:
"AssignedTo" and "Date" functions (the past 4 weeks). The "AssignedTo" field is populated using the "User - UserName" value from the screen. When I unhide all the fields and log in as ...
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[quote user="rhelmer"]
How would I exactly go about customizing the screen to have multiple ship to's per mentioned above? I just need a rough idea and I am sure I would get there. I have some customers with several hundred ship to's so doing through method would be best for my sales staff.
To be perfectly honest it ...
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Updated Method Integration Engine for QuickBooks Desktop
The following updates are now available on the version 1.0.207 of the Method Integration Engine.
Small change to error detection from QuickBooks, fixing a bug introduced by version 1.0.206. The bug was when certain QuickBooks errors were raised, the sync engine would report an ...
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Contact Portal - Home
Fixed (#3512) - alignment for address fields were off. (QBD & QBO)
Cheers,
Danny
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[quote user="MLDV"]When I open the pop-up for this particular Lead, the
Parent Company displays for about a second and then disappears.[/quote]
There was a bug identified here but it has since been fixed in the July release of Method.
~C
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[quote user="l.brandow"]For some reason, however, the data gets cut off.[/quote]
This sounds like a limitation in the report designer - I know there is a limit to the amount of data it will pull in for the print preview window (100-200 rows I think) so you're probably running into a similar limitation.
~C
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