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I actually tried that too and again this morning after your suggestion. I added a dropdown field to the Opportunity table called Vendor with Field:FullName. Then editing the CRMQBO_EditOpportunity_GPS screen, I added the filed to the layout. When I click on Edit for that field to add filters, actions, etc. I get the following ...
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JKM@SA-
These screens come with the New CRM and by default are in the CRM tab group(The tab group that is currently displayed is changed by using the drop down on the top right of the screen).
-Michael
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Emily-
The individual items of an Assembly list are stored in the ItemGroupOrAssemblyList table, what you can do is link in the QuantityOnHand field into that table based on item and add a detached grid to your screen based on that table that is filtered by Assembly item from screen. This way you can see what makes up the Assembly and the ...
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Shawn-
If you are just looking for the Vendor FullName why not add the field into the table from the Vendor table? If you add it directly from the Vendor table into the Opportunity table as a drop down it will let you select FullName.
-Michael
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mlepitt-
I'm glad to hear that you got it resolved.
-Michael
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To update this forum post:
The issue was that the grid was being filtered using Values from the screen which no longer existed causing the grid to just spin and load. A ticket has been created to address this issue in future.
-Michael
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I don't know what list we are using. We have never used any of the Cases screens and have never customized them. Shouldn't we have the most recent list automatically?
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I've tried this a hundred different ways to Sunday and either there is a bug or I'm doing something wrong (probably the latter). I am attempting to add a Vendor dropdown to the opportunity screen. Ultimately, I want to pull in the Vendor FullName field.
I added a Vendor dropdown field to the Opportunity table. Chose an ...
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Michael -
What I found is that Method was unable to prevent you from trying to build an assembly that doesn't have enough parts to build, therefore it wouldn't populate line items/sync with QB. We would really like to see the list of items and available QTY before building and a QTY can build at the top of the form. ...
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Here is what I figured out. Our engineering team had made adjustments to the Authorize.Net settings in order to sell a few select items online. I couldn't find where I could state anything was required, but their tech support directed me to log in, go to Account -> Payment Form and there you control what is required or not (I ...