Search results by user ID 5417

Re: Trying to edit a contact in the Customer edit tab

bbullins — Sat, 04 Feb 2012 01:28:08 GMT

ok I noticed in the method integrator it was complaing that I need to do a batabase repair in QB. So i did that, did a full sync with Quickbook winning and now when I try to delete the contact I get a different message, "cant delete this is the quickbooks alt contact" So i go into quickbooks remove it, select quick books wins again and perform another full sync.

Only Quickbooks doesnt win, instead of removing it from the CRM it puts it back in quickbooks

Re: Trying to edit a contact in the Customer edit tab

bbullins — Fri, 03 Feb 2012 16:48:24 GMT

original

CRM_Editcustomer from TemplateOnlineCRMQBDesktop (#370)

Re: Trying to edit a contact in the Customer edit tab

bbullins — Fri, 03 Feb 2012 15:49:58 GMT

its not hte customer name but the contact name, open the customer, click on contacts, click edit contact then that message is displayed

Trying to edit a contact in the Customer edit tab

bbullins — Thu, 02 Feb 2012 20:10:53 GMT

I am trying to edit a contact in the "edit Customer screen" the I click the contact tab , click "edit contact" and then I get the following message. Can anyone help with this?

The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique and save again.

Re: A few technical Problems

bbullins — Tue, 29 Nov 2011 16:04:28 GMT

There seems to be limits on the number of sections on a screen and the number of rows in a section can you tell me what they are and can that be increased?

Thanks

Re: A few technical Problems

bbullins — Mon, 28 Nov 2011 17:00:46 GMT

Thanks, I think I have it all working

Also my employer is requesting a time frame on a solution for the report filters and when it will be working.

thanks

Re: A few technical Problems

bbullins — Tue, 15 Nov 2011 18:55:15 GMT

OK, here is where I am now

I have placed all of the fields I may need on the screen. I then clicked edit on the field I want to be conditional (which is a drop down with about 5 options. I then set it the conditional to the following

Action

Event = Text Change Action = Start Conditonal Statement

Action Result

not equal to

Type in = Thermal Transfer

and add the action. So if I understand I have just said the conditon is true is the drop down field is not equal to "thermal trasfer"

I then added action for show/hide/field object

I choose my field and have tried all three variations. for example toggle, always hide, always show. And I can make the screen change by chaning this. but I think it should be always hide.

IE if it is not equal to Thermal Transfer Hide

I then do a end conditional statement.

This seems to hide the fields even when the condition is not true. I even tried adding a followup that said not only do you always hide when it is not equal to "thermal transfer" but when it is Thermal transfer you always show.

Seems like I am just missing a little something here.

Thanks

Re: A few technical Problems

bbullins — Tue, 15 Nov 2011 17:26:09 GMT

Thanks. I understand the logic and I see conditional statements in the action tab but I fail to see how based on that condition I tell it to show or hide the fields. I also am struggling to see how to execute the end if.

Is there a way to manually code it and not have to go through the wizards?

Re: A few technical Problems

bbullins — Tue, 15 Nov 2011 15:20:02 GMT

I would like to expand on my question. I have the fields and dropdowns working correctly but we would like to make subsequent fields conditional as to whether they are displayed or not based on the first dropdown.

For example at first you only see 3 fields

FieldA - Dropdown (Yes or No)

FieldB - Text

FieldC- Text

What I would like is if Field A "Yes" is selected 3 additional fields would be displayed so it would look like Below if No only the 3 fields above are seen.

FieldA - Dropdown (Yes or No)

FieldB - Text

FieldC- Text

FieldD - Text

FieldE- Text

FieldF - Text

Is this doable and how do I go about it? Thanks

Re: A few technical Problems

bbullins — Fri, 11 Nov 2011 17:39:11 GMT

I finally decided to log out then back in and it is now correct