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I have two customers that exist and are active in QuickBooks but they do not sync into Method (customer list screen). What makes this even stranger is that the Jobs asscociated to these two customers do sync into Method correctly.
the 2 Examples are
Xterra/Dirty Spokes (parent customer - does not sync)
there are 18 Jobs for this ...
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Hi Andy,
I am not sure what you mean by "How do i make the SalesRep field carry over", is it not showing up on the copied screen?
-Michael
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Hi Greg,
Good news! I was able to get You Rang working with Ring Central soft-phones!
It does require the installation of an additional component to allow the 2 programs to talk to each other, but once its setup the first time you shouldn't have to worry about it anymore. If you would like to give it a try, I've added intructions on how ...
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Michael - it appears that the contacts issue is more serious than
thought. We now have two customer contacts who have been inserted into our
Employee table - one superimposed on top of the existing values for a current
employee, and one contact who's now listed as an entirely brand new employee,
linked to another.
What ...
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Hey Michael,
I am setting DEFAULT VALUEs in the first page of the FIELD PROPERTIES window. That is the info that will not generate automatically when a new form is opened.
Example Steps that I take:
1) Log into Method 2) Select New Work Order 3) Fill out required fields on screen 4) Print 5) Save and New 6)When ...
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The field is unique as a text field in its own table, but it's added as a Dropdown field in another table, which is linked to transactions:
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I've created a Packing List screen pretty much as a duplicate of my invoice screen, except with the InvoiceLine showing different columns. How do I make the SalesRep field carry over? All the other fields seem to carry over automatically (PO number, terms, due date, etc.)
Thanks,
Andy
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Hi Andy,
With grids things can get a bit tricky sometimes. You will have to update the Ext Net field on the InvoiceLine table for each record in the grid and not actually enter the values onto the grid. Essentially you would loop through each value in the grid and update the Ext Net field in the InvoiceLine table.
-Michael
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Hi Kaiser,
Are there any areas in particular that you are experiencing issues with?
-Michael
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Hi Brett,
In order to use a field for the 1st Column it has to be set to unique in the table. If you edit the table you created you can check the Unique? box for that field.
-Michael
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