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I'll try to give some specifics:
My customized customer Edit Customer screen uses the Customer Full Name as a page filter, so that all the sub-sections show only results for the "on screen" company
However, the transactions table doesn't have Full Name as a column in its table, so there's an Action in the stock CRM ...
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Is there a way to link a vendor bill to the job costing in a work order so that it doens't have to be manually entered again?
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Yes, we are using a stock Method Estimate screen. Inactive items are showing up. Would appreciate if you look into it.
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When I delete an existing Item (by mistake?) then attempt to insert a new one with the same information, I get an error message:
This item could not be sent to Quickbooks. The Name is already in use. Please edit the name so that it is unique and save again.
How do I enable entry of this item?
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[quote user="MikeB"]We have a series of custom screens, and our "Edit Customer" screen shows transactions only, and not Estimates.[/quote]
On the stock Method screen for editing a customer under the transactions tab, this list includes all transactions including Sales Order, Estimate and Invoice. Your stock Method screen ...
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Additional info to help in debugging: Hitting the refresh button (which resets the screen active record ID) casues the screen to populate and things appeared to work correctly. Therefore, I inserted a Refresh as the first line of the ONScreenLoad, and then when selecting a customer in the contacts list, the Edit Customer ...
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[quote user="JKM@SA"]Is there a way to search Customers & Leads at the same time?[/quote]
I have to correct my first post but I wanted to let you know that yes, you can search both Leads and Customers at the same time. On the Leads page or the Customers page there's a search button near the top right. From the search ...
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I just want to follow up on my post. By default, estimate items should only be showing Active items. If you're looking at a stock Method screen and it's showing inactive items, I can ask the dev team to look into it. Please confirm.
~C
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Thanks for the clarification Ted!
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[quote user="JKM@SA"]How do we get it to show only Active Items?[/quote]
Great question! I just finished some customization on my end and had to do something very similar.
Create a copy of the QuickBooks_Estimate screen and open up the screen designer to edit this page. Once you have your copy open click edit on the ...
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