Method Community

Hello Once Again , Is it possible to use the "Generate Report" action and then save the report into the DocumentLibrary? To be more sepcific, I would like to generate the report from the Customer->Estimate screen and have it saved in the DocumentLibrary as being associated with the particular estimate. I have already explored ...

Hello, I am able to generate a report silently and email it as an attachment without an issues. Is there a way to attach a document that is stored in the DocumentLibrary table to an email. I have tried adding a few different fields to the attachment location option in the send email action, but none of them have pulled in the document. Any ...

I will explore a few of your suggestions and report back. Thanks.

Hello, Is there a way to preview tan estimate email prior to actually sneding it (ideally with merged fields already merged)? For example, suppose I wanted to add a quick personal comment at the end of the estimate email template text to add an extra customer service touch. We prefer to send our estimates/quotes as attachments ...

I am creating a custom Quickbooks_Estimate screen that allows the user to edit fields in the EstimateLine grid which then recalculate other fields in the grid and update the associated values in the EstimateLine table. I am having an issue with trying to call the "Footer buttons>>Save_Click" action set from the "Text ...

Solution: I determined using "show messages" actions that the grid is smart enough to know thr recordID of the row in which a field is being edited. Hello, I have added a "Gross Profit %" field to the EstimateLine grid on my customized Quickbooks_Estimate screen. I am allowing editing directly inside the grid ...

SOLVED: I determined through trial and error that the fields that don't show up are calculated fields. Hello, I am writing a customization to the Estimate screen that allows a grid of non-synced items to be selected as estimate line items. Once selected the user can convert these over to regular items that will sync with QuickBooks. ...

Thanks for the tip on using the import/export tool. I am able to export without any trouble, but when I try to import I am getting the following error. "Error:Failure. The API could not validate your log in. Please make sure you have entered the correct Company Account, User and Password, and that each are spelt correctly. Also, ensure that ...

Does Method provide a tool for viewing the contents of a table?

Hello, Does the QuickBooks_Estimate screen have custom programming going on in the background to add the functionality of the estimate line items? I am trying to create a duplicate of the EstimateLine grid, but my grid does not populate the description field when an item is selcted from the Item dropdown. Thanks