Search results by user ID 6513

Re: Dropdown selection changing with save

Method_Cian — Thu, 14 Aug 2014 21:57:02 GMT

Hi Kristi,

The list shown under the "add fields" tab refers to items that have a relationship with the table the current screen is built off (i.e. when you select an item in the dropdown it will save to the table). The two dropdowns added from "add object" however aren't linked to your table so if you created a dropdown from this option and, for example, created a new table and entered option1, option2 and option3 as options it can't save the selection to the current record as there isn't a link in the table.

In the example below I created a sample grid to show the information and a simple input form. The field named unlinked was created using a dropdown object which is unlinked to my main "testing" table. No matter what option is selected here it can't save the selection to the record unlike the two fields called linked. The reason that your two dropdowns retain the information on a different record is in fact not because it is saving for all records but because it isn't getting cleared. If you select Save & New you should see the dropdown reset to default and selecting a record you had selected an option in will show this field as blank.

If you already have created a field in your table and want to save the selection to this result you can do this by adding an action to the save button. So for my example above to add unlinked to the table I would use an action like this:

I hope this helps

-Cian

Re: How come "Save & Email" button has disappeared from my create invoice screen?

Method_Cian — Thu, 14 Aug 2014 18:47:33 GMT

Hi Mikef,

On the stock screen Save & Email becomes visible and replaces the Save & New button when the Email notification when saving? box is selected. It remains hidden if it is not selected. This is done with the actions in the screenshot below:

Does Save & New appear on the screen?

If Save & New is visible it may indicate a problem with the actions on the Email Notification when saving? box.

Below is what usually happens:

If this is an issue with the stock invoice screen you may want to call support - 1-888-925-6238 x2.

I hope this helps.

-Cian

Re: Showing Report Criteria

Method_Cian — Thu, 14 Aug 2014 18:02:57 GMT

Hi Blake,

One way, as you mentioned, would be to create a custom report table and upon hitting print have the values stored so they can be pulled into the report. Another option however is to create custom fields in the Company table or any relevant table. This means you would not be required to create a table and it is just a case of updating these fields with the entered start, end and sales rep used to filter to invoices.

I hope this helps.

-Cian

Re: Method and Cloud 9 virtual server

Method_Cian — Tue, 12 Aug 2014 17:05:46 GMT

Hi v.ayres,

The sync engine should start automatically when quickbooks is launched on an administrator account and loads into the correct company file. Do you get prompted to allow method to access your Quickbooks file once you manually start the sync engine ? You mention that you can’t leave your quickbooks file or the sync engine running, might I enquire as to why this would be the case ? It is normally recommended to have them running on a machine that is rarely shut down. There is a guide here that may help or you can also contact method support on 1-888-925-6238 x2.

Cian