Method Community

Is there at least a way to default the value instead of it showing as "unspecified site"?  This is a pretty big hole..   Thanks.

[quote user="MikeB"]My original question was: how do I incorporate/link Estimates to my user (ABC) interface and have the estimates populated in the transactions tab of each Customer screen?[/quote] The Transaction table has all the information you need here, the Txt Type field lets you know if its a Sales Order, Estimate, Invoice, etc. ...

[quote user="Dave"] Is this feature still unsupported in QBES 11?  What about Advanced Inventory in QBES 12?   [/quote] Dave - we've actually addressed this question here. http://www.methodintegration.com/cs/forums/p/3017/11471.aspx#11471 Short answer: We do not support the advancted inventory features in QB 2011 or QB ...

Is this feature still unsupported in QBES 11?  What about Advanced Inventory in QBES 12?  

Kieran - Thank you for the kind words (though, they really belong to our families who allow us to put in the ridiculous hours it takes to make it all happen!). That said - keep the honest feedback coming, even when it is brutal. The Gmail Gadget is a big thing for us, so we want to make sure we get it right. Paul

 When logging in as a user, I am accessing the customized screens, which include Customers and Sales Order (linked to customers). Everything works fine. For example, if the company name is ABC, then the screens called "ABC_EditCustomer" and "ABC_Invoice" work fine. The Invoice screen is actually what's used as the ...

Using the new google/gmail gadget.   Paul,  you and the team have outdone yourself.  I wanted to write and congratulate you.  Every improvement you make, my business gets closer to being genuinely integrated, a 20 year dream.  Having tight integration with accounting & correspondence is over the moon for a small ...

[quote user="MikeB"]The Sales Orders screen does not exist in my list.[/quote] By default the Sales Orders tab link should be part of Customers tab - if you were missing this then is was deleted at some point.  Add the Sales Orders screen back on your Customers tab links and the action set should work as intended.  Your tab ...

[quote user="smohyee"]do you have a suggestion for the override script?[/quote] I know a little SQL but not enough to advise you on the script.  CONVERT is probably the function you want in this respect and the best I can do is link you to an MSDN article that explains this function a little more.  If you need help with ...

[quote user="KieranD"]Do you have advice for implementing process? [/quote] My advice is similar to Smoyhee's above.  It sounds like you need to build a project contact relationship database.  The table would look something like this... Project Contacts RecordID |  ContactID | ...