Method Community

Valbon - You're up and running. I look forward to finding out about the resolution to the problem.

Alex, You can actually use an attached grid on the Customer screen. This will work nice because each time you select or change a customer record it will display the properly filtered info. A relationship between the Customer table (the one the screen is built on) and the InvoiceLine table needs to be made. Add a dropdown field to the ...

The main page where I seem to notice this is on the 'Send to Quickbooks' tab under 'Connect with Xora'. This happens especially when I need to do a lot of QuickMapping. Try selecting for the time frame 1 week worth of data, and then click on the customer name to go to the Quickmapping pop-up window. While I'm on this page, ...

 Hello Matt,   An email is on the way.  Thanks again for such a quick response.   Boyd

 Hello, Once you navigate away from the 'Method General Q&A' page and revisit the screen, it goes back to the default (all posts).

Okay. I have to get in touch with Ryan anyway.

Thanks, Amanda. How long does the "temporary" setting last?

Hi Boyd, I have an excel sheet that sounds like what you are looking for. It's an adaptation of the sample import utility you may have seen to allow uploading to existing customers, not just adding new customers.  Send me an e-mail at matt@techinthefield.com with your contact info so I can make sure this is what you are looking for.

Okay, thanks.

 Is there a way to import from excel new information to existing customers.  The API that I am using will not let me import to an existing customer.  I have created new fields in the customer table and have customize my customer screen.  I now want to import from excell the new information to existing customers.  Does ...