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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Credit Memo Fixed (#1020) - Fixed the Credit Memo screen where the More actions...>>>Customize Templates… button was not loading the Preference Report screen. (QBD)

Hi WaveTec,  Fran, thanks for your input and suggestions, I would have started with what you suggested also. WaveTec, just to be clear, are you saying that you are attempting to do this with more than one line item at one time, or just catch more than one field value from one line item?  I recreated an example of what I ...

For anyone else reading this, Clearview and I discussed this over the phone.

Just for anyone else reading this, Clearview and I discussed this over the phone.

To anyone else reading this, Clearview and I discussed this over the phone.

Thanks for the reply Fran, I'm able to do what you are saying, that's not my issue.  What I need is for it to loop thru the Grid and capture line1, line2, line3, etc. and keep that in an action result so I can put it into an email body. Currently what I get is just line3 or the last line it reads whatever line that is. Here's ...

To anyone else reading this, Clearview and I discussed this over the phone.

Hi Jeffrey, I think its important to separate what a 'Contact" is from a Customer or Lead.  Are they new or potential customers or simply the additional contact info for already existing customers or leads? I'd recommend going through our Help Center and specifically our Leads section, to get a better understanding of the ...

Ronen, I am also in need of this feature. I would like the option to have my Field Services Calendar set up to default to showing the schedule for my service crews as oposed to my calendar.  Thanks, Steve

Hi Linsday This is one of the primary features of AERO.  It's a method add-on and can be downloaded from Method's app store. http://method.me/crm-quickbooks/add-ons-app.aspx?app=AERO+Workflow+Management+for+QB+Desktop