Method Community

Smohyee, Some of these calculations like the Subtotal, Tax Item, Total, Payment Applied and Balance Due fields are going on behind the scenes to make sure the data entered here does not conflict with QB.  You do have the option of adding you own fields on the screen to display the these calculations, however, you will not be able to alter ...

[quote user="jnoneiliv1"]What's a "distinct value"?  There's no explanation in the Actions Guilde/Online User Guide.[/quote] A distinct value is the same as a unique value.  If you wanted to selectively loop through records by a distinct value then you would use this option. [quote ...

  Without actually building your chart it's hard for me to provide support on the report designer.  My response below should be a solid starting point but if you have further questions on this specific chart then you should probably contact us for paid support.  It helps to have some formal programming background when diving ...

[quote user="smohyee"]And for that matter, why can I put html code in a user's email signature, but also enter things like newlines and other whitespace like it was a text editor and have it show like I put in the appropriate html tags?[/quote] The editor provides everything plus the kitchen sink.  It's extremely robust ...

[quote user="CDS_Josh"]I was wondering if there was an easy way to calculate the difference between 2 date fields without having to export it into excel and do it there.[/quote] CDS_Josh, There's a real easy way to do this through our actions.  Under the action list there's one called Date Difference under the Action ...

[quote user="smohyee"]Can you explain more about what was incorrect in my suggestion?[/quote] Just the part about the conditional - you can't see what the checkbox status is outside of the Start Loop Through Grid action. [quote user="smohyee"]...(create a conditional statement in your loop so the button will only delete ...

Rolf, It sounds to me like you are making changes to a screen that is being used by users at the same time.  This is bad news.  Why?  Well if you're making changes while users are connected to that screen, they're going to get funky results because you're moving around actions, etc.   You should ...

[quote user="Inclusivitie"]I have been working with the report designer for a while now and I am trying to create a Bar Stacked chart showing the number of Opportunities Won and Lost broken down by month with one bar for each month. I have tried using the data filters in the Data tab but to no avail. I seem to be able to either get it to ...

Smohyee, [quote user="smohyee"]If you want more control over which leads you end up deleting, you can enable the checkbox column in your leads grid (first page of edit screen), and tie that to the delete button's loop through grid action (create a conditional statement in your loop so the button will only delete those records ...

[quote user="Jason_Silvereye"]OK.  Can you elaborate on how to create a button or provide a link to a webinar/tutorial that can explain this in detail?[/quote] Here are a few webinar's covering the concepts that we use to create a mass delete screen. Overview of Method CRM Introduction to Actions - Level 1 (note .wmv ...