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Hi Francesca,
The CRM_Search_Customer list on the stock screens is intended to be called as a Popup Window. The Popup window , and the 'Select' Button contained on the grid - assigns the necessary Record ID into a Shared Result, and then Closes the screen. Its the Customer and Contact List screen (where you orginally called the Popup ...
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Hi
I have a customised version of CRM_EditLead (and some other screens) so that our sales staff cannot access the Convert to Customer button - I prefer to control when records are sent to QuickBooks. This is in a tab and tab group I have set up to keep our customised screens separate from the standard ones. I have been able to link the ...
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I'm now installed on both my iPhone and iPad. Looks good! I will keep you posted on experiences.
-Kerry
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Happy to help!
Let us know if you needed anything else to get you up to speed
-Ben
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Fantastic! I had absolutely no idea that this was an option. I admit that I am not well versed in Method since I just recently took over the responsabilities for Method from the person who originally set it up but this was EXACTLY what I was looking for.
Thank you very much! A++
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Well I never did get a solution from Method, but installing Windows 10 seems to have fixed it...
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This will be a welcome fix, I have a few hundred items to edit that require a complex special filter, and it simply does not work to set the filter for each item
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Hi there TractorToolsDirect,
Was there a Reason why you werent using Group Items? Group Items enable you to add multiple individual items by inserting just the one 'Group' item into the grid. You can add group items under the QuickBooks Tabgroup > Lists > Items > New Item > Group.
If this doesnt work for ...
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any more info on this ben? have you been able to look at the emails?
Thanks
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Good Morning Mahlon,
We are still on track for pushing this fix in the next release (early next week - Aug 2/3) It is currently going through some final testing on our end.
-Ben