Search results by user ID 5981

Re: Tax setting not coming over from QBO

NOVA Sales — Sat, 27 Jul 2013 20:25:16 GMT

Looks like it resurfaced again...

Re: Tax setting not coming over from QBO

NOVA Sales — Wed, 24 Jul 2013 15:27:33 GMT

Looks good. I'm able to just add an opportunity without it changing any of the data. FTW

Nick

Re: New Fields Not Found

NOVA Sales — Mon, 22 Jul 2013 19:20:42 GMT

The problem is gone. I didn't follow your procedures necessarily, but inadvertantly did just that when I was confirming the fields were in place while writing the submission.

Hiding text fields using the HTML editor

NOVA Sales — Mon, 22 Jul 2013 16:59:44 GMT

I'm getting unexpected behavior when using a checkbox control to show or hide a text field with the Show in HTML editor property turned on. The HTML controls do not hide when you hide the text box using an action. And it you reveal the text box, a new text box appears above the HTML controls.

Nick

New Fields Not Found

NOVA Sales — Mon, 22 Jul 2013 16:43:10 GMT

I added a couple of new fields to a table and it's associated screen. When I tried to load a record on the edit screen I get the error:

Action Sequence:1

There has been an error during the action process.

When I tried to export the table, I got the error:

ERROR:Failure. The following fields do not exist in the table NOVAEvents: 'EventCustomerGDriveFolder', 'EventGDriveFolder'.

Event though editing the table clearly shows the text fields and their properties.

Re: Tax setting not coming over from QBO

NOVA Sales — Mon, 15 Jul 2013 15:58:15 GMT

Although I will check on this as we update all our tax tables this week, but it is not going to address the problem I have:

The tax setting fields in Method are not syncing with the line items in QBO. If an estimate/invoice is recorded in QBO it should be accurately represented in Method, regardless of what default settings are in place.

Nick

Tax setting not coming over from QBO

NOVA Sales — Fri, 12 Jul 2013 18:47:42 GMT

When we view an estimate in Method that was created in QBO the tax field of the line items is always blank even though the value is set in QBO and you can see the tax total in the summary. I have to go in and manually set the lines and tax states or when I try to associate with an opportunity, it will overwrite QBO with the wrong data.

Nick

What changed in CRMQBO_EditCustomer for June 2013?

NOVA Sales — Tue, 18 Jun 2013 14:50:54 GMT

I see that the screen CRMQBO_EditCustomer was updated but I couldn't figure out what had changed and it wasn't listed in the online release notes. We have modified this screen for our application and I want to know what changed so I can determine if we should update our screens.

Re: Is it possible to add a new contact to a current Lead/Customer

NOVA Sales — Tue, 21 May 2013 14:06:13 GMT

Thanks! I knew it was in there somewhere!

Is it possible to add a new contact to a current Lead/Customer

NOVA Sales — Tue, 21 May 2013 13:28:24 GMT

When I receive an email from a new contact at an established customer or vendor, is there a way to add just the new contact information to the established customer without add it as a new customer as well?