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Hi loveheals.
"..we would like our active customers in QB to be sent to proper dropdown list.."
I would suggest the following steps if you are referring to a dropdown and not a grid:
1. Go to the screen editor (Tab:Customize -> Click Edit on Screen your dropdown is on).
2. Go to the dropdown on your screen editor (or place it on ...
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How do we add a radio button on the customer's main screen that we can click to inactivate that customer but keep all their info? We would like to have all inactive customers to be moved into their own list in our dropdown filter menu in the Customer List.
Since our Method syncs with Quickbooks automatically, what would then happen with ...
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Our Method syncs with our Quickbooks customer list, we would like our active customers in QB to be sent to proper dropdown list in Method based on their customer type, the inactive customers we would like to be sent to a dropdown list named "Inactive". How do we achieve this?
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Currently all of our customers are listed under only All Customers in the Customer dropdown list. We have several categories in our dropdown menu that I need to copy some of the customers into. I need to most of these customers to be copied to our Wholesale list in the dropdown menu. How would I do this?
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We have a module build on our OS Commerce PHP system that exports all customers automatically. How would our programmers be able to have this automatic script export the customer info directly into method?
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Our method syncs in real time with our quickbooks. When a customer is designated as Lead Status No in Method, what kind of accounting form (Sales Order, Invoice, etc) will it create for that customer in Quickbooks?
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Hi Ryan.
Just to let you know what I was thinkin in my head about this. <- just brainstorming.
New Action: ADVANCED->Run Process.
Example setup screen for this action:
Run Process
This action executes your text via the system console buffer, prefixed with the START command.
START [ TextBoxForMyText ...
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Hey Joe,
I am looking into this, I will post what I find.
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Joe,
Let us look into this and get back to you.
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