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customer notes field

Last post 06-01-2010 9:14 AM by Anonymous. 1 replies.
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  • 06-01-2010 12:43 AM

    customer notes field

    Is there an easy way to sync the customer's notes field in Quickbooks into method?  or is it already here somewhere but I am blind?

  • 06-01-2010 9:14 AM In reply to

    Re: customer notes field

    Answer

     Hello,

    Yes, there is an easy way to show the Customer's notes field in Method. The field is already available on the Customer table. So if you are adding it to a screen based off the customer table, for instance the Customer list screen then all you need to do is copy that screen and then customize it; by selecting the 'Notes' field and dragging it to the area on the screen you would like to place it onto.

    To learn more about tables and fields you can view our webinars on this topic by using the following link: http://www.methodintegration.com/cs/forums/t/556.aspx

    Hope this helps ;)

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