Method Community

Hi there,  Do you have any good tutorials on how to add a drop down field to a screen?  I'm currently in the process of creating a new dropdown field under our New Opportunities screen called "Customer Discounts" (obviously to keep track of any discounts we've provided to our customers)... I've ...

Thanks, Audisho. Quick question regarding Method New -- have you implemented custom SQL fields yet?

[quote user="furrywombat"] Would be nice if we could do a Clear All on a filtered list or checkbox selection, rather than having to click, click, [...] [/quote] This is already a feature on the Method New sync conflicts screen. You might want to try resolving these conflicts from there instead. --Audisho

Well, it's just kind of a pain to have to sort out the DeleteFromDesktop conflicts from actual conflicts requiring attention. Would be nice if we could do a Clear All on a filtered list or checkbox selection, rather than having to click, click, click, click, click, click, click, click, click, click, click, click, click, click, ...

Is this something new? Or has QuickBooks always manually closed sales orders after they've been fully invoiced? Lots of synchronization conflicts popping up, telling me that a sales order cannot be synced because it is manually closed, but is already fully invoiced. Is this a Method setting, or a QuickBooks setting?

Hi furrywombat, The ountingConflicts (AccountingConflicts) table does not support modifications via the API, so this is not possible. In my experience, any DeleteFromDesktop conflicts resulting from transactions being archived are cleared up on their own once a full sync has completed. If this is not the case, I suggest getting in touch with our ...

We are archiving certain transactions older than a year, and we get over a hundred "DeleteFromDesktop" errors per day for transactions that are in the process of being archived. The current procedure is to clear all of the false-positives, but wondering if there is a way to do this programmatically. 

Are there any updates?

It would be nice if the action Set Focus To Control would select the text in a text box if it already has a value.  For example, if the text box is empty, you can set focus and begin typing...which is nice. If the text box is NOT empty, you can set focus but still need to back space or use the mouse and select the text to update ...

Hi LaCrews, My apologies for the late response. Once an activity has an IsChangedOccurrence value of 'yes', it cannot be reverted. Sorry for the inconvenience. --Audisho