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I would like to add a field called "industry" that is a drop down field to the entity table. the goal is to be able to sort leads and customers by their industry designation.
i am having trouble adding the field so that i can access in the leads and customer screens. i also seem to be creating more tables that i think are ...
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I do I sum a column in Report Designer?
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This had been the first timeI experienced it and it's been working finesince I re-added the fields
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Hi Mahlon
Greg asked me to test this and get back to you about my results. I have added the notes field and so far haven't been able to replicate the inability to save/update the notes. Was this the first time you experienced this happening and has it happened since you changed removed and readded the notes field?
Jeff
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Hi DAllen100
I just need to check a few things before coming back with an answer. The extra information might determine how we approach this.
- How would the customer be logging in to the portal?
- Would all contacts for a customer be able to create a sales order or just the main contact?
- Do you want to restrict the ...
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Hi Chris,
Thanks--definitely on the right track, but see below, from my original message:
I tried deleting the ReceivePaymentApplyToTxn records associated with the record then re-syncing with the desktop, but it just won't sync (no error either).
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I called and left a message for you.
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Hi furrywombat.
QBD Sync doesn't support specifically what you are asking, but you could try doing:
sync the payment (this will be an add)
Wait
Clear the records in ReceivePaymentAppliedToTxn.
Sync the payment again (this time as a mod)
Your mileage may vary but please let me know if it does work for you. ...
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Hey Greg,
Well, for now I'm going to just add an email notification or to-do table to apply the credit memo manually in QuickBooks, which is the only action that appears can NOT be automated with Method. I don't need professional services--in fact, could run circles around them with the hours I've got in working with Method over ...
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Hello Mahlon,
I'm getting another person to test this. I am able to make a change to the note field and have the changes save. On the other hand, I get an error after the data is saved. I'll need to test it on another account.
Greg
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