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Hi Fred, The grid on the Customer and Contacts List screen is based on the Contacts table and displays each contact for all of your customers. If you have more than one contact for a particular customer, that customer will be displayed twice in the list; once for each contact. Additionally, a job of a customer is technically an additional ...

Hi Mike, This can be done using the Import / Export tool or you can build a screen that will perform this. Take a look at my first reply in this thread for more details. I hope this helps. -Audisho

Hi Alex, This can be done by selecting the Edit button on the field and proceeding to step 4. Enter your desired number of decimal places into the Decimal Places field and select Finish. I hope this helps. -Audisho

Hi joshsAA, Labels and text objects do not allow you to format the contained value in this manner. Most of the objects with dollar amounts on our screens are money fields that are stored in the table. These fields are formatted to 2 decimal places by default. If you are using a basic math calculation action to obtain your daily sales value, the ...

Hi Jonathan, My apologies, you are correct that this does not work. Try this instead; add the IsLeadStatusOnly field to the grid so that it is accessible as an on screen object. Then edit your conditional statement to use the field on the grid: [quote] Start Conditional Statement: Value From Screen: Contacts:IsLeadStatusOnly = YES Go To Tab ...

Hi Jonathan, I should add that SQL overrides can be tricky and if done incorrectly, your grid will fail to load. If you want to forego all of this, you can customize the CRM_CustomerList and CRM_LeadList screens to include the SalesRep field on the grid. Then all you have to do is search the grid for “Contact” in the Rep / Type / ...

Hi Jonathan, If you simply want to be able to evaluate and enforce this manually, the quickest way to obtain a count of how many customers and leads are assigned to a particular sales rep is through an SQL override. Here is an example of a field I added to the QuickBooks_SalesRepList that uses an SQL override to count the number of customers ...

Hi Jonathan, For this, you will use a couple of conditional statements to check the IsLeadStatusOnly field. Then inside of each, you will go to the appropriate screen, tab link or popup. Your result will look something like: [quote]Start Conditional Statement: Value From Row: IsLeadStatusOnly = YES Go To Tab Link: Leads>>Edit Lead End ...

Hi Louie, If this is a custom table that does not contain links to any other tables or is not linked to by any other tables, you could simply create a button to remove all data from the table. A Delete Record From Table action where RecordID Greater Than 0 would suffice. If this is the standard Customer  table or if the table is linked by / ...

Hi Gregg, You can try reconnecting your Google and Method accounts by following the steps below: 1) Sign in to your Method account 2) Hover your cursor over your username in the top right and navigate to My Account > Connected Accounts 3) Select the Disconnect button next to Google 4) Sign out of your Method account 5) Select the Sign in ...