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Hi Mahlon, Can you point me to the screen and object where this is located? Thanks, Audisho

Hi Conner, As stated by the note, this feature is not available. Roles that can view (Note: although you can set the view permissions for this control, this is not yet fully functional, but will be available in a future release of method) This was a feature we intended to release, but never quite made it out of development. At this time, we ...

I believe there were some restriction around this. Is this possible now through customization or still a no go?

Today, when saving a customer modification from the customer screen in Scheduling & Invoicing, I received the error "The Primary Email Address is Not Valid".  This appears when I have two email addresses in the field separated by a comma.  This has never been an issue before and is the norm in Quickbooks for customers ...

I also saw that you could click the ellipses on the action stage when customizing a field, and choose which user roles have access to the field. I tried doing this but it seemed that even user roles that are unclicked were still able to use the check box. Is there a way to make this work? As it is much easier than having to edit the screen ...

Hi Conner, If you’re going to be converting a sales order to an invoice, do not use the “Closed” checkbox. This manually closes the sales order and prevents you from creating an invoice. You’ll want to use another method for marking an order as shipped, such as a custom field or selecting a shipping method from the ...

Hi Magna, Generally, when you add a custom dropdown field to a table, a screen is generated in your account for adding, modifying and removing the records in the dropdown table. The screen generated will have the same name as the field and can be located under Customize > Screens. You can also build a screen yourself. Have a look at the ...

Hello again, I am already back  With the way that we ship out our orders, we are trying to establish a way for our shipping guy to "close" a sales order so that both he and the sales department know that the order has already been picked and packaged and can no longer be edited. I see that there is a "Closed" option at ...