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Hey! No worries at all! Glad someone is even looking at this ;).
I originally had it based on the TimeTracking table, but was then unable to associate additional reference tables in the second section, so the primary table is now Customers. Back in the day when I used to build databases in Access and run reports with Crystal Reports, I was able ...
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Hi Mike,
I am going to try to replicate this in my own test account, but have a couple questions. You mention you have several custom fields for the item table, is your other custom field a date type also, or is it a text field? Could you confirm this happens with the other custom field in the item table, if it has a different format ...
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Hi,
Sorry for the late reply. Which table have you based the report off of? I haven't actually done anything like this myself, so I'll need to create this and see what's needed. and get back to you.
- Adam
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I sent you an email of the screens.
Thanks for your help!
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As you may have read in our previous blog post, Method CRM has been nominated for the PwC Innovator of the Year Award.
Everyone here at Method CRM is really excited for the news, but one member of our team is almost a little TOO excited about this:
I hope you enjoyed Errol's antics as much as we ...
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Andrew,
You may need to add additional actions to replace merge fields that pull data from the EstimateLine table. You can find replace merge field options within the Character Function action. Below is an example from the stock Invoice screen.
Jason
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*bump* anyone? ANYONE?! :D
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Hi - I am trying to figure out how to add attachments to emails and activities. is this not available in the system? We are a third party administrator for health benefits claims and need to be able to attach documentation for activities and emails. Let me know.
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Hi Ronnie,
You are able to add more than two contacts to a Customer using the Import Tool in Method. You can do this by using the "Contacts" table, so if you want to first export this table, you have to make sure you uncheck the "show only common tables" from Step 2, "Pick a table". You will be ...
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