Method Community

Hi pdx971, Customers and Leads are essentially the same thing, except that Leads do not sync with QuickBooks. Customers and Leads are both stored in the same table, the Customer table. There is a Yes/No field within the Customer table called IsLeadStatusOnly. This is the field that determines whether the record is a Customer or a ...

Hi Justin,  here is Edit table screen for my table for test. Alex

Hi rpoirier, You can manipulate the position and size of controls by changing their associated X and Y values. There is a section for this in the Property Grid, which is the bottom-right panel of the Report Designer. Just click on the control you want to change and you should be able to find this in the Property Grid: Hope this ...

Okay great  Look forward to them 

Thanks for this.  We are also having the API look for leads entered by the sales staff and then converting them to clients once it shown as sold  Could we still work int his fashion

Also, for the Conditional Warning action... where do I got to access this "Action" screen/table? 

StickerBrad, Since you are inserting already paid items, You'll want to look at using Sales Receipts rather than Sales Orders.  You'll first create the Sales Receipt header (Table = SalesReceipts), and then insert the items purchased as Sales Receipt Lines (Table = SalesReceiptLines)  The total from the Sales Receipt Lines ...

Thanks! Also, how do I set reminders for activities? I'd like them to be e-mailed to the e-mail associated with the user! Can you give me directions on what "table" to edit? 

Hi BuegeCJ, I believe this is possible, however the customization required to do so would be fairly complex and isn't something I'd be able to detail over the forums. A member of our Professional Services team would be able to scope out this project for you, and perform the customization if you decide to move forward with it. Let me know ...

Hi GetRXd, You can use the Conditional Warning action to do this. Here, the Conditional Warning action is checking if the value in the Opportunity Name field is empty (more specifically, "equal to <blank>"). If it is empty, the specified Warning Message will be displayed to the user and no more actions will get ...