Method Community

[quote user="smohyee"]is there a more convenient way to add a record to an existing table without having to design a screen/action set for it, short of deleting and recreating the table? [/quote] The best way I've found is to create a table first then create a screen with the table - this way you get an entry screen ...

[quote user="Method_Chad"]edit: posted was edited to remove a link to MSDN report designer and update with DevX forum link.[/quote] My reply was updated with the following edit, sorry for any confusion previously. ~C

[quote user="SMFletcher91"]Somehow, I've had my leads duplicate this "requested catalog" activity[/quote] The only thing I can think of here is that you might be setting a follow up on those requested catalog activities.  Is this a custom page?  Maybe there's an additional process which is adding that ...

[quote user="SMFletcher91"]Why?[/quote] There should be 2 activities, one for your call outgoing and one for your follow up.  One should be listed as completed and the other one should be not started since this will be your followup activity for 1 week out.   Are you seeing more than 2? ~C

If you're getting multiple pages per report the problem might be with the spacing on the detail band or the table you've linked it to.  I'm afraid I don't know the designer well enough to help on the second part of your question but I can link you to the DevX forums. I find making multiple save points is extremely ...

[quote user="micheleh"]Do you have any suggestions on where I might start?[/quote] Start with a workflow on paper, define what Method does for you currently and where you'll need extra screens.  Build up a database schema to cover the missing parts in your process then set to building.  I've really simplified this ...

Glad we could help! ~C

[quote user="AutumnW"]The customized invoice screen that I'm using was copied from a QB screen[/quote] This may cause more problems than you want - our screens are built specifically for QBD or QBO.  If you coppied a screen from QBD and try to use it on QBO you're going to get unpredictable results.  Is there any ...

[quote user="AutumnW"]Yes, there is a validation rule attached - it requires an account.[/quote] This is a problem, you should not have this validation since this field is not in use for QBO.  My Method CRM QBO account does not have the ARAccount field and your stock table for Invoice shouldn't.  If you added this field, ...

[quote user="JKM@SA"]Is this the recommended way to access the designer now?[/quote] The report designer is actually an installed application, once you run it for the first time it should show up in your start menu.  The application is always updated, when you launch it'll always update to the latest version.  Depending on ...