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AND IsManuallyClosed = 0 does it.
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Hi Kurt,
Glad you figured it out. I'll reply to your post in case there are other users who want to accomplish this as well. Like many things in Method there are many ways to acheive this, here's what I did.
To start, I strongly recommend making a copy of the CRM_CaseList_withActivities report, so you can revert to the ...
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How do I print the "where script" on the report? I need to know the "filter" criteria used to generate a report. Thanks.
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Hi M Mehr,
Greetings from Toronto!
Method has the Mail Merge feature (http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Mail-merge&id=302), however this only replaces placeholders with a single field, rather than adding multiple items which you are trying to achieve.
Generating an email with a variable number of ...
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Hi Robert,
You should use the syntax [IsManuallyClosed] == False. The Condition Editor can help you with the syntax, for example in this case I clicked Fields > [IsManuallyClosed], then the Equals symbol (which added ==), and then Constants > False.
Also, I believe you want to filter on the line items rather than the sales order? The ...
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I did what you said. I get this error message when i do the case table. No error message when i did the activity table:
The table was regenerated, but the following field(s) were invalid and were skipped. You may consider deleting the field(s), or regenerating the table related to the field(s): ContactsSalesRep
John M
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Nevermind - I figured it out...
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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
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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. ...
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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
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