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In report designer, using the "CRM_CaseList_withActivities" report. I was wondering if there was a way to filter the activites so that it only shows the last activity instead of all the activities. Kurt

Inderdeep, EDIT: Intuit needs to get their head out of their ass and start doing some real work on the SDK which seems to have been completely abandoned. This kind of functionality is a joke! Completely restrictive, and though we are using QuickBooks "Enterprise", it is yet FAR from an enterprise-level application by any standards. ...

Hi Furrywombat, Here's my answer. As far as the the sync engine is concerned the speed depends on the Quickbooks SDK, the engine will work according to the properties of the quickbooks SDK. -Inder

and the date format....

Here are the images to the setup and preview. setup preview

Hi Guy, In order to display one of the fields from the customer equipment table on the work order template, the process is like this: Work orders are based on the Activities table, so you will need to add a dropdown type field to that table, which references the CustomerEquipment table. Chose the Name field to display. Add the dropdown to ...

Hi John, Here's my answer. As the Screen was working fine with oct version and it is showing error in feb version, I would suggest that you regenerate your CASE and ACTIVITY table simply by going to Customize > Tables/Fields > then click on the Cases table first and click Finish Editing Fields. Again same process ...

Hi Robert, Yes, the Build Selection List filter is equivalent to a SQL IN clause, and that's how it's parsed. There are other parts of Method that can be closer to pure SQL, such as filtering tables, grids, and reports. For more information, please see this article: ...

I am having the same issue and have tried everything I could find in the posting and I still cannot get customer equipment to show up in report designer under the fields list. 

Greetings from Las Vegas and BUMP on an old post which does not appear to have been answered. Is there a way to insert a DYNAMIC grid of info into an email template? For example, a list of open invoices on an email to a customer or a list of open bills on an email to a vendor? Thank you!