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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Edit Case
New - we now display the Activity Status field. Previously, all activities that were done through the edit case screen were marked as complete since they were being added to the case ...
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[quote user="Method_Michael"]One more thing to add is that if you are looking to apply some logic for example only customers whose membership expires between a certain date range you can add 2 date time fields to your screen and inStart Loop Through table action for customer filter by the date range.[/quote] Easy for you to ...
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[quote user="Method_Michael"]What you would have to do is add the Membership expires field to the listbuilder table as a non linked field[/quote]I managed to do that.
[quote] and then in the actions where the list builder inserts the records(Actions 32 of the Fill with customer button) add the Membership field.[/quote]Ran into a ...
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That was it! The customer made a payment and at some point we select a template for payments and it was that template. I have changed it to the payment confirmation email and we should be all set now. Thank you for pointing me in the right direction again. There are so many things I don't realize are out there happening ...
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[quote user="Method_Paul"]but, reading between the lines..........we need to make this eaiser for you out of the box. Message heard![/quote] Thanks Paul! Good reading between the lines.
The lack of any onboard documentation is frustrating and since I have to do a ton of customization (that is why I chose Method - ...
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[quote user="Method_Michael"]What I was trying to say is that when you edit the CRM_ListBuilder screen, you will have to make changes to Action #32 of the list of actions found on the Fill With Customers button to get the MemberShip expiry date from the customer table into the ListBuilder table.[/quote] Now I feel like a real ...
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I've recently encountered a problem where I have a field that performs an action upon a text change. This of course doesn't execute until the field loses focus If the new focus is on a button that should then run some actions (ie. Save), or another field with an action requirement on focus, or even the enter key (which appears ...
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Young jedi, you are becoming a master.................but, reading between the lines..........we need to make this eaiser for you out of the box. Message heard!
Paul
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[quote user="Fred_D"]I've add the unlinked field but when I edit the List Builder grid on the List Builder screen I don't see it, but I do find it on my list of fields.[/quote]Another problem solved. I had to log out and log in to get the new field.
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Fred-
Sorry a bit of a typo on my end. I meant Action 32 not Actions 32.
What I was trying to say is that when you edit the CRM_ListBuilder screen, you will have to make changes to Action #32 of the list of actions found on the Fill With Customers button to get the MemberShip expiry date from the customer table into the ListBuilder ...
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