Search results by user ID 6961

Re: Overdue Invoices

Pioneer_Feed — Wed, 28 Oct 2015 15:44:49 GMT

Well that cleared the error, and populated the TxnDate field in the grid. New Problem - every date is the same - 10/26/2015 12:00:00pm.

Also, when you say have the 'Customer' Field on the grid, there is no field called 'customer' in the listbuilder table?

Am I missing something here?

Ted

Re: Overdue Invoices

Pioneer_Feed — Wed, 28 Oct 2015 10:24:16 GMT

Hi Mortaza,

Any thoughts on the above? I got rid of the error by removing a Get Sum commmand from the advanced screen properties. I still don't get any results in my grid, so I replaced it for now.

I put the SQL in the advanced section for the TxnDate field.

Ted

Re: Overdue Invoices

Pioneer_Feed — Mon, 28 Sep 2015 11:22:39 GMT

Hi Mortaza,

No appology needed, Just me not realising you meant the earlier code!

I took the SQL from your last post and put it into the advanced section for the TxnDate field. As soon as the screen opens I get the following message:

Once again I suspect it is me!

Re: Overdue Invoices

Pioneer_Feed — Fri, 25 Sep 2015 14:48:44 GMT

We could, if I could do SQL!

Re: Overdue Invoices

Pioneer_Feed — Fri, 25 Sep 2015 12:19:04 GMT

Hi Mortaza,

The customizations all work, only problem is the TxnDate and TxnType fields ( I added the latter for reference ) do not appear to be populated for any of the tagged customers. I have set the synchonisation to show all records going back 365 days. Having checked QB, there should be several that would come into the bracket.

Thoughts?

Ted

Re: Overdue Invoices

Pioneer_Feed — Thu, 17 Sep 2015 10:51:31 GMT

Hi Mortaza,

Thats ok to a point. Unfortunately the filters are either/or, I can filter on tags or by date range but not both. I can't see how to get it to do both. If we can get this to work, then that would be ideal!

I can live with the import part!

Cheers

Ted

Re: Overdue Invoices

Pioneer_Feed — Mon, 07 Sep 2015 14:57:02 GMT

Hi Mortaza,

Fran's comments got me wondering last night, and maybe I am overthinking this. Looking at the Listbuilder screen, it will do half of what I am trying to achieve. So with a few small adjustments, maybe this would give me a solution.

On Step one, I only need the lower half of the screen ( fill from invoices ), and I don't need the Balance filter -I would replace it with a filter for a wormer tag. I have looked and can't spot where the actions are taking the balance figure into the loop through grid. to remove it.

I don't need step three - Actions

Can I process the list in mailchimp? Not a major part, but would be a bit more professional if the format of the mail matched the newsletter we send via MailChimp.

Thoughts?

Ted

Re: Overdue Invoices

Pioneer_Feed — Sat, 05 Sep 2015 15:37:35 GMT

Hi Mortaza - Fran!

Mortaza, I like the sound of what Fran is sugesting, so I created a field in contacts called DueDate, and added the following version of your SQL to the advanced section,

select Max(viewaccDueDate.TxnDate)
FROM viewaccDueDate
WHERE viewaccDueDate.Customer = viewContacts.Entity

But unforntunately, when I view the screen I get this message:-

The table this grid is based on does not exist. Go to Customize > Table & Fields, edit the table and click 'Finished Editing Fields' to regenerate the table.

This only occurs when the SQL is present, otherwise the field displays Ok. I am assuming I have slipped up with the SQL.

Also, I changed the Transaction History setting to 360 days, and it has brought in a few more results, but still not all. Could this be caused by duplicate entries?

Re: Overdue Invoices

Pioneer_Feed — Thu, 03 Sep 2015 11:28:35 GMT

Hi Mortaza,

That seems to work, except it has only populated one field in the grid. I have only tagged about 30 customers so far, for testing purposes, and it finds all of them ok. However it only populates the sales receipt field of one of them. When I created a test transaction of the same date in another customer it appeared in the grid. It seems to ignore anything pre August this year. ( FYI, I have not implemented a date filter as yet, so that should not be blocking results.)

Ted

Re: Overdue Invoices

Pioneer_Feed — Wed, 26 Aug 2015 15:06:48 GMT

Hi,

My problem now is that it is searching for the invoives with SQL, so how do I get it to look for Sales Reciepts instead. (complete SQL novice here!)

Ted