Search results by user ID 4710

Address and character functions

hmsrpm — Thu, 04 Apr 2013 13:12:51 GMT

I understand how to combine different fields and create the full address. What I'm trying to do take the full address and then have it populate a fieled for just the street addres, city state and zip in seperate fields. Is this possible and how do I do this. Thanks for the help.

Parts of an Address

hmsrpm — Sun, 27 May 2012 11:12:15 GMT

Here is what I would like to do. I have entered a full address of a property in the job description. I would like to retrieve that value from the screen when entered in a couple of different parts. First I'd like to retrive the street address, to write to Address2, and then the city, state and zip. I would also like to enter the city joined with the street address as the Job Name. I know how to use the retrieve values, I just don't know how to make the formatting work.

Thanks

Re: Customer Screen Filters

hmsrpm — Tue, 14 Dec 2010 02:49:38 GMT

Wayne,

That fixed it. Thanks for making the change.

Thanks

Heather

Customer Screen Filters

hmsrpm — Sat, 11 Dec 2010 21:06:42 GMT

On the Main Customer Screen I would like to add a filter criteria that excludes leads that are lead status. I'm trying to set a cretia of isleadstatusonly not equal to yes. It keeps defulting back to is equal to no. The problem with this is that Customers entered directly in QBs do not have the field populated with a yes or no value. The other option is how do I populate the field with a no value?

Thanks

Heather

Re: Adding Fields to a Table

hmsrpm — Sat, 11 Dec 2010 15:09:58 GMT

The Customize->Tables/Fields->Edit Fields, is exactly what I'm doing. However the window is closing everytime I click "add field". I am adding fields to a new table I created, but I won't think that should make a difference.

Re: Complete Copy

hmsrpm — Fri, 10 Dec 2010 06:12:06 GMT

Thanks for the information. That gets me off to a good start. I just have one point I would like some clarification on, will I be able to bring over tables I added and fields that were added to existing tables. I'm not as concerned about the actual data in the tables just the structure, so the screens work correctly. I just want to make sure this will work before I sign up for another account.

Thanks

Heather

Re: Map - Google Maps

hmsrpm — Fri, 10 Dec 2010 05:56:54 GMT

Sounds great Thanks again. Method is truely a great product. I can't wait until I get everything setup the way I want, but I'm off to a good start and have the rest mapped out. I'm very excited to see the other changes that are coming.

Adding Fields to a Table

hmsrpm — Fri, 10 Dec 2010 02:40:50 GMT

Everytime I add a new field to an existing table the table closes and goes back to the main Table list. Is there any way to stay in the table while adding fields? This would save a lot of time.

Re: Clearing data

hmsrpm — Thu, 09 Dec 2010 02:50:31 GMT

Here is my best advise for a work around. Create a backup of your current Quickbooks company "currentcompany". Create a new QB company named "currentcompanymethod" (use your QB company name), use "currentcompanymethod" to link to your Method application . Continue using your original company for your live business. Create your Method application using the backed up company "currentcompanymethod". Once you have developed the Method application, create a new backup of "currentcompany". Then open "currentcompanymethod" and restore from backup the backup you just created from "currentcompany". This way you are only working with a backup file while you are developing your Method Application and then can bring over all of your current live data once you have got the Method application figured out.

Additional note. Always make a backup of your QB file before making major Method application changes.

This may not help the current situation, but may help others in the future.

Heather

Complete Copy

hmsrpm — Tue, 07 Dec 2010 04:39:12 GMT

I would like to make a complete copy of my Method Account and start a new account to link to another Quickbooks database. I would like to be able to bring over all of the changes made to tables and tables added, along with screens. Is this possible?

Thanks

Heather