Method Community

Fred- If you take a look at the loop action in the Fill with Invoice button and apply the same concept for the date range to customer you should have what you need. If you are looking for step by step instructions you would need to book some paid consulting time to go over this in detail. -Michael  

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activities List Improved - the “Customer / Vendor” and “Contact Name / Phone / Email” columns have been combined into one column.  Now we display “Contact / Name / ...

Rolf- [quote user="Rolf"] Could the subsequent action not be queued and wait for completion of the text-change actions, as I find the warning message quite easy to miss? If not, is there a way to insert a beep into the warning message to make it more noticible,  or alternatively make it substantially larger? [/quote] Currently ...

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 ...

[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 ...

[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 ...

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 ...

[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 - ...

[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 ...

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 ...