You searched for the word(s): %27
-
@MLDV - Welcome to our forum
If you are using our import / export tool then there was a link to this topic, in our Method CRM Help Center HERE.
I want to emphasis on the section on "Special case : Customers, Vendor and Leads.
[quote user="MLDV"]I manually deleted all of the leads. When I tried to reimport them ...
-
I recently imported an Excel spreadsheet full of both customers and leads. I didn't realize I should have been importing them seperately in order to keep the leads out of QuickBooks. I manually deleted all of the leads. When I tried to reimport them as Customer Leads, I get an error telling me that the lead could not be ...
-
-
Another tip I just got from my co-worker here is if you use CType(sender, XRLabel).Text as your variable name it references the current label you're writing the script in.
Happy Methoding
~C
-
Well, I AM embarassed!!!!
The field property "Multiline" was not set to YES.
And I also discovered that I can re-declare a string variable with the same name.
Thanks!
Carol
-
Chad,
Fabulous! Thanks so much.
Yes, I dive in fearlessly -- I learn best that way.
My only problem now is that the carriage return (hard enter) is not working. Here is my script -- It's almost identical to the Bill to address except that I renamed the string variable because I didn't know if I could use the ...
-
Hi CarolOliver,
First up, welcome to Method.
[quote user="CarolOliver"]It isn't declared within the script itself...[/quote]
It does get declared in the script on the 4th line: xrShipAddress.Text. If you use xrShipAddress as the variable name you also need to update the property grid > design (name) field to the same ...
-
@Lynda
One way of accomplishing your task is by using the ItemInventory table with the QuantityOnHand field from QB. You can create a drop-down menu in Method, that contains an "on hand" field that will reflects the QuantityOnHand amount. So when your sales representative are searching for the inventory item from the drop-down ...
-
The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
QuickBooks Invoice
New (#3217) - we’ve applied the same new features added to the estimate screen yesterday to the invoice screen. This means you can now take advantage of the single ...
-
[quote user="AutumnW"]...is it possible to add the html code provided when setting up a web form, to a portal? Where/how would I do that?[/quote]
Portals and web forms are separate areas, a portal lives on our site so it will have the tab style navigation and colour scheme you setup under Customize > Display. Web forms live on ...