ContributionsMost RecentMost LikesSolutionsRe: Magic Button - Open form to specific tab?I set this up how you described and all it does is move the tab page up, if you are on that tab. It does not show another tab. The problem I'm having is when using a tablet (with desktop site on) the tabs on my form are way too long. My users aren't savvy enough to know that they have to click on the tiny black arrow to make the tabs scroll right just a couple at a time. This gets annoying, to say the least, to have to explain this over and over, that yes, you have to keep tapping on the tiny arrow until you see the tab you want. And frankly, it's annoying to have to tap on the tiny arrow anyway. I was intrigued by your solution and thought that having an array of magic buttons to tap on would work, only to find out that it doesn't. What I want seems simple in theory; tap on a button to display a specific tab. Is there anything you can suggest that corrects your initial solution? ------------------------------ Barry Dolan ------------------------------ Re: Payments / PipelinesWe had been using Zapier for all our integration needs with Books. But we were notified by Base that our API calls were off the charts and were informed that by using Pipelines it would not impact API calls to the point of having to purchase more. So we decided to start weening off Zapier and switching to Pipelines. I've only been able to create 2 effective pipelines; one to create customers and one to create invoices. It seems that creating records in Books from new records in Base works very well, but updating them is something that needs to be "fleshed out" also. I had been building a new pipeline to update an invoice and it errored out and blanked out the whole pipeline. I have to start from scratch. But I'm not very eager to attempt that again. At least until they do some fixes. Not a very productive use of my time. So we are having to stay with Zapier, at least for payments. And updates will need to happen manually. Thank you, ------------------------------ Barry Dolan ------------------------------ Re: Payments / Pipelines Apparently this wasn't thought out to far. I have the same issue. I can create the invoice in Base and the pipeline to create the invoice in Books works flawlessly - but how am I supposed to apply payments? I've got an open support case with Base and they've simply stated, "I will reach out to the Pipelines team to see if there is a way to interact with the Payments aspect of an invoice within Quickbooks. Once I have more information I will let you know!" Seems odd to me; like paying $20 for a $16 item and not getting any change back. They go hand-in-hand. ------------------------------ Barry Dolan ------------------------------ Re: Pipeline; Quickbooks channel; Invoices; missing Payment action I was referring to this; If you were able to "move forward with creating the action" would you care to share how you did this? I do not see any Actions on the Quickbooks channel that can be used for Payments. ------------------------------ Barry Dolan ------------------------------ Pipeline; Quickbooks channel; Invoices; missing Payment action I've managed to create an invoice based on creating a record in Qbase, but I don't see how to create a payment to apply to that invoice based on creating a record in Qbase. Zapier has a "Create Payment" action event; I tried to use the "Let us know" link and it wouldn't allow me to sign in. Is this a bug? Or am I missing something? ------------------------------ Barry Dolan ------------------------------ Re: I want to create a list from a field on a formThanks for the suggestions. I believe the Snapshot feature will fulfill our immediate needs. I've seen that feature but had no idea of the extent of its capabilities. We already utilize reports in that way and it isn't what we were looking for. However, by using the snapshot feature it may become more useful. ------------------------------ Barry Dolan ------------------------------ Re: I want to create a list from a field on a formYes, only one house manager at a time. But there could be multiple house managers during the lifespan of a bad record. Never simultaneously though. There are 2 relevant relationships; Many Houses belong to one House Mgr assignment Each House has many House Mgr assignments ------------------------------ Barry Dolan ------------------------------ I want to create a list from a field on a formThis seems like it would be common knowledge, but I can't find any threads that address it specifically. I would be grateful for any assistance. Sometimes my biggest struggle is asking the right question. Hopefully I am making sense in this description. I have a House, a House Mgr, and a Bed assignment. New Bed records are added when a client is assigned to the bed, and the Bed record become inactive when the client leaves the bed. The House has many beds. The House has many House Mgrs. But there is no relationship between the Beds and the House Mgrs. The House doesn't change, but the House Mgr can. Whenever I open the Bed record I see the House, but only see the current House Mgr of the House. If I'm looking at a closed Bed record it will show the current House Mgr and not the House Mgr who was assigned to the House at the time the Bed record was closed. I need to be able to pull up closed Bed records and see who the House Mgr was at that time, not who it is currently. Additionally I want to see all House Mgrs who were assigned to that House during the time span the Bed record was active and occupied. I think I'm looking for a way to write the House Mgr into a static field so it doesn't change whenever the House Mgr changes. I'm at the limit of my limited knowledge. Thank you ------------------------------ Barry Dolan ------------------------------ Re: Deactivation doesn't remove user from Apps?I wish I would've known about this. I removed a user and I'm seeing evidence that that user is still able to access the app. How would I proceed in this case. Do I need to set up the user again and then add to the deny list? Or would the "account manager" still be able to do this? ------------------------------ Barry Dolan ------------------------------ Re: Redirect on Add Record APIOn the rich text html page in the app settings. This is the page assigned to my EOTI group. I bet there is a lot of people that want to know how to do this. I should copyright it and sell the rights! Lol ------------------------------ Barry Dolan ------------------------------