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  • Re: Replacing fields

    Andy, When you created the drop down for the U/M in the InvoiceLine table did you create the drop down based on the UnitOfMeasureSet table? Using the UnitOfMeasureSet table will ensure that the U/M types used in InvoiceLine will always match those used in items and if you want to take it a step further you can create some actions on your ...
  • Re: Customer(s) not appearing in Customer:Job field on Invoice screen

    Cpitts, The drop down list for customers on the standard invoice screen is filtered to only show active customers. If this customer you are trying to create an invoice for is set to inactive then they will not be displayed. Does this cusomer appear in the existing customer list when the filter by view is set to All Active ...
  • Re: Replacing fields

    Hi Michael, We wanted the U/M to be a dropdown. I&#39;m not sure, but I think the default U/M is a text field. Might need to evaluate what the tradeoff is and if it&#39;s easier to stick with the default. Thanks, Andy
    Posted to Method:Classic General Q&A (Forum) by Andy K on 03-18-2011
  • Re: Replacing fields

    &nbsp;Hi Andy, You would have to edit all the screens that the Go To button takes you to individually. This new field you created will not be linked back to QuickBooks. Why are you not using the default U/M field? What exactly are you trying to achieve? &nbsp; -Michael &nbsp; &nbsp;
  • Customer(s) not appearing in Customer:Job field on Invoice screen

    I have customers that are active both in QB and Method.&nbsp; Customers that appear in the existing customer list (under ALL CUSTOMERS), yet when I try to make an invoice for them, they dont drop down in the list. What might cause this? I found a way to populate the invoice screen with these customers&#39; information via the &quot;...&quot; ...
    Posted to Method:Classic General Q&A (Forum) by cpitts on 03-17-2011
  • Replacing fields

    We created our own field for U/M as a dropdown column in InvoiceLine. How do we replace the Unit of Measure dropdown that&#39;s the default in the &quot;Item&quot; screen (after hitting &quot;Go to&quot; on any item) with what we created for InvoiceLine so that our options match up? Thanks, Andy
    Posted to Method:Classic General Q&A (Forum) by Andy K on 03-17-2011
  • Re: Data Refresh or Corruption issue

    Well, that&#39;s the story of *my* life... standing by.
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 03-17-2011
  • Re: Data Refresh or Corruption issue

    TogsTeam, It looks like there is something going on with the grid on your contacts screen. Let me look into this and get back to you. I am quite postive it is not corruption, most likely just something to do with how the grid is operating. I have tested it on my account and can&#39;t duplicate it so it may be specific to yours. -Michael
  • Data Refresh or Corruption issue

    Suddenly I&#39;m getting very weird behavior in the Add/Edit All Contacts screen - the screen is repeating contacts from Customer to Customer record. (As in, a contact for Customer D is showing up as a contact for Customer R.) I can&#39;t tell if I&#39;m having a refresh problem, or if my database is hosed. Anyone else having this issue?
    Posted to Method:Classic General Q&A (Forum) by TogsTeam on 03-17-2011
  • Re: Outlook add-on

    Greenscapes, What&#39;s the exact error message you are getting? At which point are you getting the error message? If you have a screenshot of the error can you send it to m.melo@methodintegration.com -Michael
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