Search results by user ID 2203

Re: field services create invoice button from work order edit screen

pholcer — Fri, 23 Oct 2009 17:23:30 GMT

By the way, thanks for your help. Because of your guidance, it works now! :)

Re: field services create invoice button from work order edit screen

pholcer — Fri, 23 Oct 2009 17:22:56 GMT

That was the problem.

I had not done any customization to the screen. However, I had selected the edit button to review all the actions on the screen. It appears, that when the screen was copied as part of the edit process, that the tab link data was not copied over.

Re: keystroke search having troubles

pholcer — Thu, 15 Oct 2009 18:00:30 GMT

a little bit of slower typing along with the fix you guys rolled out seems to do the trick. Thanks for all your work!!

Re: sync conflict error

pholcer — Thu, 15 Oct 2009 17:59:41 GMT

That took care of it. Thanks!!

field services create invoice button from work order edit screen

pholcer — Thu, 15 Oct 2009 17:58:59 GMT

the following pop up appears = 1 invoice(s) have been created. Would you like to be taken to the Invoice List? I choose OK and nothing happens. I'm still looking at the Add/Edit Work Order Screen.

Thanks!!

Re: show/hide action

pholcer — Mon, 12 Oct 2009 18:41:11 GMT

Ryan,

Just a quick note to let you know that the hide section option is still leaving the bar across the top.

Thanks!!

Phillip

Re: sync conflict error

pholcer — Wed, 07 Oct 2009 19:29:31 GMT

Do you have any recommendations on the existing conflicts? I need to know what will happen to the existing QB estimates if I hit delete in Method.

I don't want those to be deleted but I need to clear the conflicts in Method. Can you give me some guidance on that? Thank you for your help!!

Re: sync conflict error

pholcer — Sat, 03 Oct 2009 03:18:07 GMT

My client entered the estimate items with their quantities. QB has cost in item list so that was pulled up.

After he got all the line items in, he chose another item called subtotal. This line item subtotals the estimate and puts that amount in the cost column.

Also, this estimate was generated in QB and looks like it's been viewed and then re-saved in Method. So when it tries to sync back up, we get the conflict.

I'll look up the type of item it is and add that in another reply over the weekend.

Thanks!!

Re: show/hide action

pholcer — Sat, 03 Oct 2009 03:10:28 GMT

Ryan,

Thanks for the reply. After you hit show, hit hide again. On my screen it shrinks down to a tiny box.

If you're still unable to replicate, let me know and I'll send screen shots.

Thanks!!

show/hide action

pholcer — Thu, 01 Oct 2009 17:58:19 GMT

When going to screen customization and hitting Advanced features in the top left, I'm trying to use this area to hide the existing invoices section when the screen loads.

When it auto hides, it leaves the full length of the top bar (the one that has the word "hide" in it.

When you manually click "hide", it hides all including the top bar. When you manually hide it, you get a small square saying "show".

When you auto hide through the onscreenload action it leaves the full length of the bar up there.

Anyway to have that action reduce it in the same manner it is reduced with a manual hide?

Thanks much!!