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I have a custom app called Employees linked to QBO.
I have added the HiredDate field. I can't seem to save the hire date. Is this a limitation with QBO?
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Hey Mahlon,
I can put in a feature request for the option of closed opportunities to be added to the Gadget (or maybe a setting to show closed opportunities).
Working stricly from the Gadget, it will be tough to put together a workaround.
-- Mortaza
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Hey Mahlon,
I am unable to replicate this issue.
This is what I did:
I added a dropdown (PayRateItems) to the Employee table. In the PayRateItems dropdown I added the three choices as per your screenshot.
On a new screen based off the Employees table I dragged on two dropdowns: Employees and PayRateItems.
I am not experiencing that behaviour. ...
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Hey Kevin,
This can be done in Method:CRM.
What will need to be done is after entering the postal code, on a 'Lose Focus' event we will execute 'Call a Web Service' action.
In the call we will pass the postal code to the web service and making sure 'WebService Returns a Response' is checked, it will pass ...
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I have an issue that may be a bit hard to explain. I created a brand new table to manage employee pay rates. I have a drop down field for employee and pay rate.
When I click the Pay Rate field it displays a list of what appears to be Vendors and Employees.
When I click Clear and display the list again, I get the ...
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Hello,
If I understand correctly, you want to input a customer and as soon as you Tab off the customer the rest of the fields populate with that customers information (Number, Address, Email).
There are different ways to achieve this, one way would be to add 'Text Change' actions to the customers field.
Within the 'Text Change' ...
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Issue with opportunities on the Gmail Gadget
When an opportunity is closed, it no longer displays when you add an activity on the Gmail gadget.
I have a client where after an opportunity is closed, it may take 4 to 6 weeks until the product is delivered. During this time there may be discussion about colors, optional upgrades etc. They want to ...
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In the interest of saving time and repetition im trying to see if its possale to :
from the new customer screen fill in all the regular info
name
address
then auto populate city and state from the postal code entered in. How is this done?
Hope this makes sense.
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I'm having issues with my recent customization. When I get a call from a repeat client, I want to trim the waste by starting a new work order while on the phone from the calendar view. From there, we want to verify their information as we are talking to them. I cannot get the fields to automatically populate as you can see in ...
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Hi Mortaza,
To use another PC with different date format is the way we are using, and it does work, but that does occupy one PC and one QuickBooks site. We want to consolidate all QuickBooks clients into few PC, and that forces all QuickBooks clients to use same date format, that is why I'm asking for help.
Alex
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