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  • Is Conditional Filtering of Drop Down Field Possible?

    I want to filter a drop down field based on who the logged on user is. But I don't see that conditional filtering of a drop down field is possible. If it is possible, could someone point me in the right direction? I am trying an alternative approach of creating multiple hidden fields that are filtered...
    Posted to Forum by viret56 on 02-03-2012

  • Filtering items on vendor bill

    I am trying to filter the item list on a vendor bill to just reflect the vendor that is logged in, which is also the Preferred Vendor on the Service Item list. Any ideas? I've been able to filter the Vendor list to only be the the vendor logged in, and I was able to filter the bills seen to only...
    Posted to Forum by m.ball on 07-06-2011

  • Re: Filtering reports

    Hi Michael: Wondered if you had a chance to look at this issue further? I would like to know if there is something extra I need to do to make it work. These reports are filterable in QuickBooks and should be filterable in Method. Any suggestions would be appreciated. Shirley
    Posted to Forum by Shirley Makrecky on 06-06-2011

  • Filtering reports

    Hi: I found this on your forum over the weekend and tried to make it work without success: Question: Is there a way to create scheduled reports whereby I can filter by Rep? For example, I would like a rep to be able see his/her reports such as: Sales by Customer (whereby invoices are filtered by Rep...
    Posted to Forum by Shirley Makrecky on 05-31-2011

  • Display and filter by activity date

    I am looking to filter customers based on the record of the last completed activity for our call center. I want to be able to sort customers by the last time an activity was completed on their acoount. I have a customized customer list that I want to be able to quickly view all of the customers that...
    Posted to Forum by kevin.murphy on 07-21-2010

  • Grid filters

    I have been using a duplicate of the time tracking screen which I customized slightly for our company's use so as to not have to give employees access to the information contained in the Employee Center. In customizing it, I set up a filter on the "Entity" field name called " Entity...
    Posted to Forum by Marcus on 06-19-2009

  • Re: Filtering existing time tracking entries

    Got it, Amanda. Thanks. I was using the "Contain" filter with the specific date, but I see that it was searching too broadly for everything contained in that filter field.
    Posted to Forum by Marcus on 06-01-2009

  • Filtering existing time tracking entries

    I think the process I need to follow if I want to filter for a certain date in the Existing Time Tracking Entries table is to enter the filter information above the correct field and click the filter icon on the right. However, the filter is not being applied correctly when I do this; rather, it refuses...
    Posted to Forum by Marcus on 06-01-2009
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