Search results by user ID 6263

Re: Customer Grid Screen - Total Amount Invoiced to Date

Afrodite — Wed, 12 Aug 2015 18:57:11 GMT

Thank you for the input Fran. I will also look into this very helpful info. Im sure there is a lot I can do with those reports and my next step is to work on them. J

In the meantime , I am being asked to have this info available for the other time frames right on the Contact grid screen, just like I did with the previous sql overide for total billed to date.

It is needed for an upcoming meeting, please sadvise if the sql overrides are available for these time frames.

Thank you,

Afrodite

Re: Customer Grid Screen - Total Amount Invoiced to Date

Afrodite — Tue, 11 Aug 2015 18:54:59 GMT

Hi Mortanza,

Can you please show me how to also add the following colums for the amount billed :

Year to Date

Month to Date

Last Month

Last Year

Thank you,

Afrodite

Coverting a Field from text to Money

Afrodite — Tue, 14 Jul 2015 19:03:51 GMT

I created a few Custom Fields in Quickbooks for Contract Amount but they were originally created as text. When I added the field to the contacts table in Method, it was retrived as Entity text.

I just changed the Custom Field in Quickbooks to Numbers with decimal but the field in the contacts table in Method did not also convert into numbers or money.

Is it possible to convert it to money so I can then view a subtotal on the Contacts Grid, without losing the info that is currenttly entered in those fields?

Please advise.

Thank you.

Re: Customer Grid Screen - Total Amount Invoiced to Date

Afrodite — Tue, 14 Jul 2015 17:33:09 GMT

It worked perfectly.

Thank you.

Customer Grid Screen - Total Amount Invoiced to Date

Afrodite — Tue, 14 Jul 2015 14:14:46 GMT

Is there a way to retrieve and view the total amount invoiced to date, per job/customer, on the customer grid?

Please provide the steps to customize this, if it is possible.

Thank you.

Job Number does not support editing error

Afrodite — Thu, 27 Mar 2014 20:31:28 GMT

Hello,

I am having an issue with one of our accounts. After i i hit go to on the customer grid and it takes me to the edit customer screen, I receive an error saying Job Number does not support editing. Any idea why this might be happening?

Thank you

Creating a Billed to date field

Afrodite — Mon, 17 Mar 2014 16:05:46 GMT

Is it possible to creat a field or fields that show the total amounts billed per job, to date without the payments applied and broken down into 0-30 days, 30-60 days 60-90 days etc??

Cant access customer or contact list due to error message

Afrodite — Wed, 12 Mar 2014 15:48:52 GMT

Hi,

I need help with this asap. I can't access my contact or customer list grid because I am getting an error: Invalid column name 'PercentComplete'.

Re: Export to Excel

Afrodite — Thu, 06 Feb 2014 15:42:39 GMT

Any updates?? Please advise

Re: Export to Excel

Afrodite — Wed, 05 Feb 2014 15:47:30 GMT

Hi Naeem,

The actions on the button are when button is click to export thecontact grid to excel. Below is some more info. Im not sure if it helps.

Screen Name	CPLEMS_CustomerJobList
Account	CPLEMS	Last Modified	2/5/2014 3:43:41 PM
Screen base table is	Contacts	Screen ID	706

Caption	Field Name in Table	Bound	Type	Row	Column
Header
Existing Customer Contacts List		False	Label	1	1

Search		False	Picture	1	5
Actions for Search
To edit an existing Customer or Contact click the Go To... link. If you'd like to create a new customer, click the New Customer tab link.		False	Label	2	1

Refresh		False	Button	3	1
Actions for Refresh
Existing Customers and Contacts List
Contacts		False	Grid	1	1

Footer Section
Export to Excel		False	Button	1	3
Actions for Export to Excel
New Customer		False	Picture	1	4
Actions for New Customer
Actions for Screen:
Actions for Screen
Total Grids: 1	Total Buttons: 2	Total Calendars: 0	Total Fields: 0	Total Objects: 7	Total Actions: 24