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Hi Viret56-
I will relay this suggestion to our Dev Team.
I am not sure when or if this will be something that get implemented but I will put a link to this forum post in the ticket so that we update you if this comes to life.
-Michael
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MikeB-
I have been reviewing this thread and I think the next best course of action may be to book some time with a consultant. If this issue is a Method bug and not user error or something caused by customization or a QuickBooks settings then the call will be creditable.
-Michael
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Hi Mike-
I was able to duplicate the issue you have described.
This issue is related to how shared records work, if Share All Records is unchecked then it applys filters based on sales rep and since Employees do not have sales reps assigned to them its the reason why you can't see them in the drop down.
One thing that can be done to ...
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Hi Carol-
The above example posted by Birch also gives me a grid error when using it on a customer based grid, however this slightly modified version of it should work.
SELECT Cast(ROUND(Sum(Amount),2) as decimal(9,2)) FROM viewaccInvoice WHERE viewaccInvoice.Customer = FullName AND viewaccInvoice.TxnDate > cast(year(getdate()) -1 as ...
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Karen-
Marks suggestion is a good one.
One additonal thing to check is the Conditional Warning actions that exist in the Save button.
If at some point you deleted the Accounts Receivable field from the screen it may have altered the field that the conditional warning is pointing to giving you a false warning.
-Michael
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Alex-
We require a user to have Method CRM Pro when getting a customization package through us.
In the example of leads, changes would most likely need to be made on the 'Edit Lead' screen and 'New Lead' screen, which does count as 2 screens and each of the fields added to either of the screens count as a field towards the ...
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Hi Alex-
Have you taken a look at http://www.methodintegration.com/custom-software-development-for-quickbooks-pricing.aspx?
It gives a break down of pricing for our customization packages for both screen and report customization which may help give you a rough idea of how much the changes you are looking for will cost.
To get a more ...
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Mark-
This is a current limitation of the SDK. You can read more about this here.
-Michael
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Hey Mark-
Let me look into this and follow up with you.
-Michael
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hycari-
This issue is resolved if you use the Stage portal.
If you want to take advantage of this right away login to the stage site by clicking on the April version in the Method Login form and use the portal link found in Customize > Portals.
Otherwise this fix will make it to the live site in the near future.
-Michael