Search results by user ID 5695

View Only Screens

dottie — Fri, 07 Jun 2013 15:04:35 GMT

I need to give access to various employees to view various screens like edit cutomer, customer list document list, documents, etc. but I I do not want them to have the ability to edit anything on the screens besides adding new activities. Is there a way to do this? If so what is the easiest and fastest way?

Re: JOB # BASED OFF RECORD ID +1 REPEATING

dottie — Fri, 24 May 2013 14:56:33 GMT

I created fields on the new customer screen that when is this a new job is checked there is an action that locates the lastrecordID and adds 1 with the basic math and then enters the number in the job number field. This has been working fine on our other 2 accounts but for this new account that I imported the screens it is not working properly. I am not sure if it is pulling the record id from the customer table or the contacts table and I dont know if that is the issue and how to check that. The correct next job# should be 870 but the job # that populates is 830 which is a big problem because it has been assigned to a job already.

The job numbers should be consecutive and never repeat. I have allowed method user access on all the accounts. Please advise on how I can fix this, even if it requires an alternate customization to acheive this goal.

Re: JOB # BASED OFF RECORD ID +1 REPEATING

dottie — Wed, 15 May 2013 14:36:59 GMT

It is a customized field created in quickbooks and it is customized in method. Retrieves record id from table >0 and adds +1 with basic math from last record ID. This screen was recently imported from another company account. Not sure if this also effects why this is happening.

JOB # BASED OFF RECORD ID +1 REPEATING

dottie — Mon, 13 May 2013 17:15:08 GMT

I imported the screen to new company and job number which is basic math last record ID +1 is repeating. It should never repeat. Please advise

QB Feilds on customer list grid showing as links

dottie — Mon, 13 May 2013 17:02:24 GMT

I imported my customized screens from another account but my customer list is showing certain feilds as links instead of the actual info. For example Job Number, Job Status, Job Percent are not showing the # or the status it is just showing the actual name of the field appearing to be a link but nothing happens if I click on it, The job # and the Job Status are fields that are available in quickbooks. The job percent is a feild I created in the edit customer screen.

Retreive deleted job

dottie — Fri, 05 Apr 2013 19:59:40 GMT

There is a possibility someone accidentally deleted a job in Method and I have to retreive it. It still shows up on the customer list but when I click on the go to link, I get a blank form. Is there a way to retrieve the info??

Re: Time Tracking Grid labor hrs x pay rate

dottie — Tue, 12 Mar 2013 17:42:02 GMT

The bill rate an the amount fields are not in the time tracking table. I do not see the linked fields to add them to the time tracking table. Where can I find them to add them.

Re: Transaction grid in edit customer

dottie — Thu, 07 Mar 2013 19:11:08 GMT

Yes you were right, I unchecked the subtotaling for the amount. Is there a way to have a subtotal in amount column for just the invoices without calculating in the payments? and an additional column with the amounts of the invoivces prior to taxes added?

Re: Time Tracking Grid labor hrs x pay rate

dottie — Thu, 07 Mar 2013 17:41:28 GMT

I do not see the bill rate as an available field to add the the time tracking screen and grid and to the employee list.

Transaction grid in edit customer

dottie — Thu, 07 Mar 2013 15:46:41 GMT

Why are the the received payments added to the invoices to the bottom line total and not credited?