Method:Classic General Q&A

Re: Statement from Method

Method_Yashpreet — Thu, 17 Mar 2016 13:54:02 GMT

Hi Rick,

If you want to create a customer statements in Method, then you need to create a custom report for that. You can create custom reports using Report Designer. Here’s the link for Report Designer: https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Introduction-%26-Installing-Report-Designer&id=404

For this purpose, Customer table can be used as Parent table and Transaction table as a detail table.

You can put generate report button anywhere you like, for example on customer screen. if customization gets complicated for you as it involves setting lots of actions, then I would recommend you to reach your account manager so that he can set up consulting session with one of our consultant’s.

Hope this helps.

Yashpreet

Re: Statement from Method

Rick — Wed, 16 Mar 2016 22:08:19 GMT

Hi Yashpreet

I want to create a statement to send to the customer whilst in method. We don't use statement charges, it's just about providing the info to the customers from the sales team.

Thanks

Rick

Re: Statement from Method

Method_Yashpreet — Tue, 15 Mar 2016 14:33:37 GMT

Hi Rick,

You can add statement charges in Method. It can be created using Customers>Statement charges screen in Method.

Hope this helps. Please let me know if you are trying to do something else.

Yashpreet

Statement from Method

Rick — Mon, 14 Mar 2016 09:38:36 GMT

Is it possible to produce a statement from within Method - our sales team sometimes get these requests and we'd like to action them without involving the accounts team.

Kind Regards
Rick