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Invoice Item List Drop Down does not reveal all items

Last post 06-08-2009 7:44 PM by pholcer. 4 replies.
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  • 06-08-2009 4:16 PM

    • pholcer
    • Top 50 Contributor
    • Joined on 06-08-2009
    • Northern Utah
    • Posts 139

    Invoice Item List Drop Down does not reveal all items

    Customer Center / Invoices / Add_Edit Invoices / Details / Item Drop Down List

    The item drop down list does not show all items for the client's QB item list. For them to create invoices, they need to have access to all of their items.

     

    Thanks!!

    Phillip

     

    Phillip Holcer

    help@myanchorsolutions.com
    www.myanchorsolutions.com
    Anchor Tax Plus LLC
    PO Box 266 Tremonton, UT 84337
    (435) 553-4TAX

  • 06-08-2009 5:08 PM In reply to

    Re: Invoice Item List Drop Down does not reveal all items

    Philip,

    It shows the first 50 items. See this post http://methodintegration.com/cs/forums/t/235.aspx.

    It's a web app, so it has to be smart.  What if there were 15,000 items in their item list? It would take forever for the item list to download over the internet each time.

    So what we do is show the first 50, and then leave it up to you to type into the dropdown list and it will automatically start bringing the first 50 that match what you are typing.

    Paul

  • 06-08-2009 5:18 PM In reply to

    • pholcer
    • Top 50 Contributor
    • Joined on 06-08-2009
    • Northern Utah
    • Posts 139

    Re: Invoice Item List Drop Down does not reveal all items

    Good deal. So the employees are going to have to be very familiar with the item list. Great! Thanks for your help!!

    Phillip Holcer

    help@myanchorsolutions.com
    www.myanchorsolutions.com
    Anchor Tax Plus LLC
    PO Box 266 Tremonton, UT 84337
    (435) 553-4TAX

  • 06-08-2009 7:16 PM In reply to

    Re: Invoice Item List Drop Down does not reveal all items

    They don't have to be that familar.  As you type in, it is a "search contains", not a "search starts with", so as long as they have some idea of what they are looking for they'll find it - which they would really have to..........who wants to scroll through hundreds or thousands of items without having a clue of what they are looking for?

    What I mean is that if I search for search contains is that if you search for "Tree", it would pull up:

    DoubleTree
    Pine Tree
    Treehouse
    Tree:Red
    Tree:Blue

    Paul

  • 06-08-2009 7:44 PM In reply to

    • pholcer
    • Top 50 Contributor
    • Joined on 06-08-2009
    • Northern Utah
    • Posts 139

    Re: Invoice Item List Drop Down does not reveal all items

    Thanks very much for your help Paul!

    I found that their item list contains more than 50 of similar items zzz-zzz-0010 / zzz-zzz-0020 etc etc a few groups go past 50. I think we're going to re-work their item list to keep it in groups of 50 so their field techs and speedily create the invoices.

    Phillip Holcer

    help@myanchorsolutions.com
    www.myanchorsolutions.com
    Anchor Tax Plus LLC
    PO Box 266 Tremonton, UT 84337
    (435) 553-4TAX

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