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Thank you for the input Fran. I will also look into this very helpful info. Im sure there is a lot I can do with those reports and my next step is to work on them. J
In the meantime , I am being asked to have this info available for the other time frames right on the Contact grid screen, just like I did with the previous sql overide for ...
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Hi Mortanza,
Can you please show me how to also add the following colums for the amount billed :
Year to Date
Month to Date
Last Month
Last Year
Thank you,
Afrodite
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I created a few Custom Fields in Quickbooks for Contract Amount but they were originally created as text. When I added the field to the contacts table in Method, it was retrived as Entity text.
I just changed the Custom Field in Quickbooks to Numbers with decimal but the field in the contacts table in Method did not also convert into numbers or ...
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It worked perfectly.
Thank you.
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Is there a way to retrieve and view the total amount invoiced to date, per job/customer, on the customer grid?
Please provide the steps to customize this, if it is possible.
Thank you.
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Hello,
I am having an issue with one of our accounts. After i i hit go to on the customer grid and it takes me to the edit customer screen, I receive an error saying Job Number does not support editing. Any idea why this might be happening?
Thank you
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Is it possible to creat a field or fields that show the total amounts billed per job, to date without the payments applied and broken down into 0-30 days, 30-60 days 60-90 days etc??
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Hi,
I need help with this asap. I can't access my contact or customer list grid because I am getting an error: Invalid column name 'PercentComplete'.
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Any updates?? Please advise
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Hi Naeem,
The actions on the button are when button is click to export thecontact grid to excel. Below is some more info. Im not sure if it helps.
Screen Name
CPLEMS_CustomerJobList
Account
CPLEMS
Last Modified
2/5/2014 3:43:41 PM
Screen base table is
Contacts
Screen ...
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