Search results by user ID 4276

Multiple Templates

claire.bemus — Mon, 05 Apr 2010 22:50:58 GMT

Hi,

We would like to be able to use multiple templates to print from the same module. Specifically, we would like to use 2 different estimate forms (one titled "Change Estimate" for certain clients and another titled "Proposal" for other clients). Is it possible to allow users to select a different template before they print or are we stuck with using whatever is assigned as the default template?

Thanks,

Claire

Filter Reports for Multiple Classes

claire.bemus — Thu, 11 Mar 2010 00:23:22 GMT

Hello...

I would like to have a scheduled report filter by multiple classes as I can do in Quickbooks. Is this possible? The classes are unrelated, i.e. they do not have the same parent (so the "include subclasses" option will not work for what I need).

Thanks,

Claire

Quickbooks custom field drop down list only imported as text field

claire.bemus — Fri, 18 Dec 2009 22:47:52 GMT

Hello,

We just installed QB Enterprise 10.0 and have setup some custom fields to be drop down lists. After syncing with Method the new custom fields are brought over but only as text fields and not as drop down menus. How can I fix this so the same drop down items in QBE show up in the custom field in Method?

Thanks.

Undo customization / exit without saving

claire.bemus — Fri, 18 Dec 2009 21:31:12 GMT

Hello...Is there any way to undo a customization or even just exit the screen without saving the changes? I was updating our customer screen and accidentally removed the "clear/new" button in a section. I want do undo that change or at the very minimum be able to exit the screen without saving my changes. There was no way for me to exit the customization screen except by "Save & Close", so I decided to log out of the program completely. When I returned the changes had been saved which is exactly what I was hoping to avoid.