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Hi Ian, In order for you to do the above, you have to use the groups feature. In Method, this is found under Home -> Items -> New Item... -> Group. Once you get to that screen, you can create a Gruop with Items listed in that group. Adding this group will allow you to create groups with sub-items that will populate when you add the ...

Thanks for reply, Denis, I was try to create a prefilled order, for example, if customer choose item "potato chips", then "dipping sauce" will be automatic entered in next line in Sales Order LIne or Invoice Line.Hopefully it is clear enough. Ian

Hi pdirect. The permissions that you find under customize -> users -> Edit... -> Step 5 of 7: Access to Tables restrict access to modifying these tables and related fields under customize -> tables / fields. If on Step 4 of 7 the Tables / Fields checkbox is not selected, the user won't be able to modify those tables anyway. This ...

Hi Ian, Could you kindly elaborate on what you mean by "combo item package"? Are you trying to set-up a drop-down list that is pre-filled, are you trying to set up a group of items, or something else altogether? What are you trying to do? [quote user="ian"] "I found if i using the "enter value to the filed ...

Hello apn_rene, You are correct. In order for you to see the "customize" tab, it must be enabled by the account administrator. If your role does not permit you to see that tab, your administrator has disabled it. Regards, Denis

[quote user="Anonymous"]   Just want to add; a simple alternative if you are just looking to export a list would be to use the Import/Export tool. You can find this under Customize > Integration Tools. If you haven't used this tool before, you can view webinar 28, by using the following link: ...

Hi Matt, By design it will still multiply the duration by Bill Rate to indicate the amount that would have been billable or could be billable if changed. A lot of the work happens when you actually invoice the Budget/Contract. When you invoice, the app takes the line items from the Budget/Contract (SalesOrder in QB) and only uses the ...

 That's great to hear :).

Hi Heather, I have tried to replicate your issue but on my end, going to Customize -> Tables / Fields -> Add a new Field works properly. Could you kindly go to Customize -> Users and enable the MethodSupport account. I will jump into your account and double check to see what is happening on your end.  Please also ...