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Preface: I'm preparing my page layouts before I import the majority of my database.  I'm running into a snag here and am hoping for an easy fix!   Background: In my business we prospect for new Vendors - not Customers.  I really want to see a very similar page setup/layout for my Vendors as I see in the Customers Tab. ...

Sorry about the confusion asyed, I believe I've found a solution for you. What you'll want to do is (from within the screen designer for your custom screen), click "Edit" on the grid, then click Next to go to Step 2 of 9. You're going to want to Insert a new Column so pick the SalesRep ...

I added a few fields to the Sales Order table and Sales Order screen. I'd like to add the same fields to the ship to address on the Sales Order template as well. I tried adding  them to the script like this: Private Sub OnBeforePrint(ByVal sender As Object, ByVal e As ...

Hello Justin, This didn't help.  It still only exports the columns I listed in my original post.  It doesn't include the columns that I'm currently viewing in the grid.  And, just so you know, I've tried this in Chrome, Firefox and Internet Explorer - just in case one browser was better supported than ...

Is there a way for MIE to send an email alert when it loses connection to the Quickbooks company file?  We need to get a notification when the sync stops.

Then they won't be able to edit their own lead or customer..

I was just using the Edit Customer screen as an example. Which records are you trying to limit your users from editing? You can accomplish this by following the above steps, but for the screen associated with the table you want to limit access to. Even if you are talking about customers, the Edit Customer and New ...

But then that user will not be able to add his own lead or customer then right?

Hi asyed, It sounds like what you're trying to do could be accomplished by creating a custom screen by copying the screen you want to make non-editable (for example, a custom copy of the Edit Customer screen), and setting all the fields as read-only. Then add that custom screen in place of the stock Edit ...

Hi Vic, Can I get some more information on the issue that you're experiencing? Do you mean that credit card information is disappearing from within authorize.net after the customer pays? Method does not currently store customer credit card information in its database, more information on that here. Let me know and we'll see ...