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Great suggestion. I am trying to get this to work and think I have come up with a logical way just not sure if it can work. I created a button that grabs a customer address. It then starts to L in the gridoop through the Activity grid. I want to use the plot address action and return distance for each checke marked customer. It will ...
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What would be the best way to go about the following. A customer calls in to book an appointment. I enter their address and hit a button. That button searches ahead and lists the closest jobs that we have scheduled in the future.
I see that there is route optimization but it isn't really accomplishing my goal. You would have to ...
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We recently had our database on QB's Enterprise 14 become corput. QB's has repaired the file and we want to resync it with Qxpress. We have of course been working in Qxpress between the time the database was corput and we received it back working. The database file name has changed and we need to resync it to Qxpress. I ...
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My company wants to give all of our outside employee’s access to method. This will require tablets to integrate and work with method. What would be the best device to get that will allow the outside staff to use method and all of its features? iPad? Android, Surface, or a tablet that runs a full Windows OS 7 or 8?
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I want to create a grid with the fields below. I will need to share some of the fields between each other to get them all on one grid. What's the best way to do this?
From "Invoice" Table
AssignedTo
Customer
TxnDate
From "InvoiceLine" Table:
Item
Desc
Quantity
Thanks,
Chris
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Any help would be appreciated or if you need me to explain anything further. Thanks
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I am trying to create a E-Mail template that does the following in the body of the message.
1. Says "You have been sent a total of ?? work orders."
I want the ?? to update with the numbers of work oders emailed. I can make a pop-up message give the total count but can't figure it out in the email ...
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I am trying to create a grid that shows all transactions for a single customer. Every job we do for a customer we create a sub job of the parent. This means we have to select each sub job to view all of a customers invoices. So the only common thing they have is the parent name. I figured a could create a grid using the Transaction table and ...
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I did all of the steps above but when I create a grid the field displays empty.
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I have a field in the "Activity" table that I want to link to the "Invoice" table. How would I go about doing that? It doesn't work when I just link them to one another.
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