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I am trying to work with Lists.
My end game it to get export fielded data to a Word document that I can convert to PDF and deliver to customers. I was told elsewhere on this forum to use the Generate Report function. I have used the Export feature to go to Excel, and I've been able to export the content of one table.
I have ...
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Hi James,
'Sales Center' no longer exists in the revamped CRM (The manual hasn't quite been updated just yet) but the contents of it have been broken out across multiple tabs. What exactly are you looking for in Sales Center?
-Michael
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Thanks. I can delete now.
However, when I create the field and choose to allow editing of records in the grid, how do I then edit the fields? I pick Edit... to be the link, and I do not see that anywhere.
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Throughout the MethodCRM User Guide I am told to Click Sales Center. How do I do that?
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JameQ,
I'm glad to hear that you fixed it. The next time it happen if it happens also take note of the time so we can track down the error.
-Michael
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I figured it out. It took me a while to identify which RecordID related to which record in which table. But it is now working fine.
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I have a grid with one field. This it basically a "line item" Grid which allows me to accomodate multiple entries.
I have a column with a Delete link. It deleted fine.
The problem is when I try to add a record, I get an error. Once the error hits I cannot save the record or move to another record.
An error has ...
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An update - we are still waiting to hear back from Intuit on when/if they are going to allow syncing with Resale Number in QB Online. We have pinged them again to see if they are getting us the answer this week as promised.
Paul
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Activities List
New - a new linked field has been added to the Activity table called “ActivityTypeIsAppSpecific”. (QBD & QBO)
Fix - all filter views for the existing activities ...
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John-
Caffeine goes a long way when it comes to troubleshooting
Thanks for the heads up and i'm glad to hear that it's work for you now.
-Michael