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Hi Rick,
It’s difficult for me to visualize the issue that you’re having here. Do you think you could include a screenshot for me? If you have any trouble attaching it to the post, feel free to send it to me in an email.
This is also a customization that I know our professional services team is familiar with. If you’d like to ...
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Hi Bshall,
If you enter the screen designer on a stock screen, you will be prompted to either enter read-only mode or create a copy for customization. Just like in classic, customization cannot be performed on stock screens. You must first create a copy and re-direct to it.
Our documentation on Method New customization is a lot more extensive ...
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Hi Mike,
Are these going to be the same documents for all customers or are they customer specific (i.e. the customer will access their own version of the document)?
--Audisho
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Hello!
Does anyone know if the edit customer screen does not fully refresh after I save and close it and open up a new customer edit screen?
I am having some trouble with getting things to show/hide based on true and false flags. I actually remade the entire screen that I had already customized and set up a bunch of debugging messages and ...
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We want to make some customization on Grid Wizard for Estimate Line for that we tried to follow these steps:
We have copied Quickbook_Estimate page.
We went to Estimate Line and clicked on Edit.
Now we saw the Grid Wizard page.
4.Here we want to apply a logic of Total Quantity *Unit price($83)=Total Amount. So ...
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Please bear with me, I am coming to this project midway through finishing someone elses work. Currently my customer record has fields for the customer's first name, last name, email, phone number, and alt phone number. I use the phone number for home phone number, and alt phone number for mobile phone number. When I save the customer record, ...
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Hi
When preparing letters and small parcels for customers we use a label printer which we copy and paste the address into. In Method, as the address is held in several fields this is not very convenient.
To workaround this I have created a report on the Customer table with the Shipping address concatenated into one field. I have ...
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We fixed the issue by hosting the WSDL locally, but has reappeared. Emailed debug info to you. Hope we can get to the bottom of this...
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Looking to make a custom app based off of the sales reciept screen to allow a manager to assign each sales reciept to a sales rep. I can't add this to the stock sales reciept since I am not the creator. In classic you could copy screens and tabs. What is the new equivelent for this?
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How do I set up/assign a few standard documents (or document links) so that portal users can download them?
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