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Shelley-
You can use conditions to get these results.
On the OnScreenLoad event of the screen I would but a conditions to hide or disable Sales Rep if RecordID > 0 (Meaning its an existing customer) and to show or enable Sales Rep if RecordID < 0.
Depending on how you setup your screens you may have to add simliair actions to your ...
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Shelley-
I am currently using QB Enterprise 12 with Method and it works fine.
One of my fellow Method team members upgraded from QB Enterprise 8 to 12 and had no issues.
-Michael
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Shelley-
Take a look at the screenshot below:
This is a sample from the search screen found in the new CRM.
If you look at BillAddressAddr1 it is getting its filter from Value From Screen Bill Address 1, if for some reason Bill Address 1 was removed from the screen, you would get the error message that you are getting now.
Make sure to check ...
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swm023-
Look at the 4th response from the top, it should have the steps to create a field in a table.
You had mentioned that you created a LeadStage field already, what steps did you take to do that?
-Michael
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voltaire-
What I would do is add an action to assign JournalEntryRecordID from Row to an action result, and then use that in the Send To Desktop action. JournalEntryRecordID refers to the RecordID of the Journal Entry that the Journal Entry Line is associated with.
The Sent to Desktop would look something like this:
Table Name: ...
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Nathan-
There was nothing you could do to fix this. The issue was that Intuit changed the way notes were handled and didn't inform any third-party companies so it broke the sync process. We have updated Method to work with the changes made by Intuit.
-Michael
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Nathan-
This should no longer be an issue. Any changes made from now on will not clear out any of the notes.
-Michael
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Inclusivite-
Did you maybe add the 2 drop downs as unbound fields?
If you click on edit on the fields in the designer do you see something like Step 1 of 6: Dropdown Field Properties for field ProjectType or Step 1 of 6: Dropdown Object Properties in the top left of the popup that comes up.
-Michael
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Nathan-
I have been able to duplciate this and have created a ticket. I will update this forum post when I have additonal info.
-Michael
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Blake-
With Formatting Rules you can't dynamically set text on a label you can only change its apperance.
What you could do is stack 2 labels on each other and use Formatting rules to only show the appropriate label.
Something along the lines of:
Condition: [FieldInTable] = False
Visible: False
Also when you create a Formatting rule ...