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  • Re: Table Relationships (How Do I)

    Hey Joe, I just wanted to let you know that if you wanted some 1 on 1 training, our consulting fee is 125.00 per hour. If you wanted to look at some of our customization packages then check them out here. &nbsp;
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-20-2009
  • Re: Table Relationships (How Do I)

    Hey Joe, So about the grid not showing in the action &quot;refresh grid&quot; it&rsquo;s just a user error. I tested this out a lot and its working, double check your grid names by looking at the caption under the grid wizard. This slipped past me at first and I thought you had found something. After going over this again, I noticed that I ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-20-2009
  • Re: Table Relationships (How Do I)

    The refresh comment could merely be my lack of know-how with the grids. Which is why my only question right now is the same as my original goal/post. 1) After dragging a new grid onto the screen, how can i set it up so that it will pull from my custom table. 2) What steps/actions are needed to cause the grid to show a list of contacts (from my ...
    Posted to Method:Classic General Q&A (Forum) by Joe on 08-20-2009
  • Re: Table Relationships (How Do I)

    Hey Joe, I am looking into the detached grid not working with the Refresh Grid action. I will post an update as soon as I have one. If you have any other questions please post them.
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-20-2009
  • Re: Table Relationships (How Do I)

    Hey Ryan, How is the grids &amp; actions info comeing along? I&#39;m at a bit of a customization stand still. I&#39;m very dedicated to learning new material and do my best to teach myself what I can, but this is definitely an area that requires detailed documentation / assistance. Looking forward to your next post. Thx, ~Joe
    Posted to Method:Classic General Q&A (Forum) by Joe on 08-20-2009
  • Re: Table Relationships (How Do I)

    Ok. So it seems that creating a relationship via a dropdown to a unique value in the corresponding table allows me to select any item from that field through the dropdown. I would assume making sure that the dropdown field cannot contain typed-in values not listed in the related table will require validation rules set on the field. As for the ...
    Posted to Method:Classic General Q&A (Forum) by Joe on 08-20-2009
  • Re: Table Relationships (How Do I)

    &nbsp;Hey Joe, Welcome to the forums!! Let&#39;s get these questions answered for you, we will start with creating a relationship between 2 tables. If you want to display information from 1 table on another table, you need to create a relationship between those 2 tables. In order to do this you can open up your contacts table, create a drop menu ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 08-20-2009
  • Re: Online back up of QB

    Amanda, Thank you for replying. Yes we do an auto back-up in the early AM hours. Being able to pause the engine would be nice. One less thing to think about. I&#39;ll wait to here from you. Jim
    Posted to Method:Classic General Q&A (Forum) by JPJ on 08-19-2009
  • Re: Receive Payments Screen question

    Thanks! Still throws the yellow box warning...payment not ready to be sent to QB. ???
    Posted to Method:Classic General Q&A (Forum) by pholcer on 08-19-2009
  • Re: Importing leads into the opportunity pipeline.

    Perfect explanation Danny. &nbsp; Thank you very much. &nbsp; I did take a look at the code in the macro.&nbsp; It is looking for the headers as the variables and the fields below the headers as the data until it reaches an empty field.&nbsp; I still need to identify how it maps to the fields in the Opportunity Pipeline, or if the import ...
    Posted to Method:Classic General Q&A (Forum) by Robert Fisher on 08-19-2009
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