Method Community

Yes, we are using a stock Method Estimate screen.  Inactive items are showing up.  Would appreciate if you look into it.

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?  

[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 ...

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 ...

[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 ...

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

Thanks for the clarification Ted!

[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 ...

[quote user="JKM@SA"]Is there a way to search Customers & Leads at the same time?[/quote] Yes, please see my post below. ~C

 Sort of, but I'm a bit confused. In the "Converting Estimates To Invoices To Sales Orders" webinar, I see in the "Edit Customer" page, there is a "Transactions" section in one of the tabs near the bottom. I also notice that within this "Transactions" tab are both invoices AND estimates. We have a ...