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Good deal. So the employees are going to have to be very familiar with the item list. Great! Thanks for your help!!
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Ryan,
Thanks for letting me know how it functions. The scenario I need to solve for is my client has customers who pay specific invoices and on occassion, they over pay. So they might pay 10,000.00 to cover 5-10 invoices. On one of those invoices they may have transposed the numbers and may end up with a 9.00 overpayment.
My client needs to be ...
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Fran -
I've had that happen to me before. If I hit Save & Close in the designer, then come back in, it lines up for me fine again. It's a small glitch with the layout designer screen that we need to get to the bottom of.
Paul
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Philip,
It shows the first 50 items. See this post http://methodintegration.com/cs/forums/t/235.aspx.
It's a web app, so it has to be smart. What if there were 15,000 items in their item list? It would take forever for the item list to download over the internet each time.
So what we do is show the first 50, and then leave it up to ...
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Hey,
First lets think about the payment. Either we are paying a specific invoice or just putting money on our account to pay down current balances. So if you had a $100 and you wanted to put it on your account. You would enter it as "Auto Apply Payments" and the $100 would go on the account. If you only had a balance of $75, when ...
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Customer Center / Invoices / Add_Edit Invoices / Details / Item Drop Down List
The item drop down list does not show all items for the client's QB item list. For them to create invoices, they need to have access to all of their items.
Thanks!!
Phillip
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Hi Greg,
An alternative you may want to consider is adding an “IsActive” field in the CallReports table, and then filtering the dropdown by that field. That way all the inactive reports wouldn't even show up in your dropdown :)
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Yes it is :)
You can also review the blog about the Outlook Add-in: http://methodintegration.com/cs/blogs/methodblog/archive/2009/06/01/enhance-your-crm-experience-using-outlook.aspx
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Are there any plans in the works to provide email integration for MAC users via Address Book and Mail or Microsoft Entourage?
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