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Hey.
If im reading this right, you are wanting to filter the "Item" dropdown-field that is within the EstimateLine grid, such that when you add a new line to the grid, the dropdown excludes inactive items from the list?
Just letting you know what i'm assuming, and thus basing my answer off of.
~Joe
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Hello =).
Adding a filter to a dropdown in the estimate list:
Go to screen: "Customize"->"Screens"
Scroll down to the bottom and click copy/import screen. Make a copy of of the estimate screen on your account. After it is created, go to the new screen and click [Edit].
Find the dropdown in the screen editor that you want ...
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Hi peoples =) ..
1) "..I haven't been able to figure out how that table grabs the description, item, etc. from QB.."
The link between method and quickbooks is the method engine installed on your machine. There are fields in the pre-made method tables that correspond with a field of the same name in quickbooks. The integration ...
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I've been considering the security issues of this action.
First off i'd like to point out that no company is going to run harmful programs on their own machines. And if they wanted to do so, they wouldnt need method to accomplish the task.
Second, if the primary concern is customers / clients accessing our account through the customer ...
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Soooo if the recordId never changes .. what happens when more records have been created over the years than possible to store in a 32 (or possibley 64 bit) value... though even 32 bit will hold up to around 4 billion in a single register, an ongoing program will eventually blow through this with daily use, if deleted recordId's can never be ...
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Hi Val.
Nothing already in method really supports the "timer" effect for actions.
I've got a number of things i could use it for.
The simplest thing would be to have a timer set before something like a ShowMessage ... in case you wanted to recieve a message on your screen after you've been working for 45 minutes to ...
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Is there any way I could cause a set of actions to stop processing for a set number of (Minutes:Seconds) ?
Thanks,
~Joe
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Hi.
When we have a table that is 5 records long,
RecordID Letter
1 A
2 ...
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In regards to wanting to set up your own types:
The Type field is really the CustomerType and is based off the CustomerType table, editable on screen: 'Customer Type'.
If want more types to be available than what is already there, you will need to view the screen -> Customer Type.
Here you can
add more types ... when you do this, ...
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"... radio button on the customer's main screen that we can click to inactivate that customer..."
There is already a checkbox on one of the sections in the customer list for setting IsActive.
Checked = True, Unchecked = False.
"..Would it automatically inactivate that customer in Quickbooks or would we have to do it ...
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