Method Community

Andy, You don't need the Customer table in there. You can filter the report by the customer's FullName on screen. You may not even need to use an advanced script as you can set a Within date range filter with a regular script. I set up my Generate Report action like the screenshot below. Yours may look a ...

Hi Kenneth, I can think of a couple different ways you can do this, depending on the level of customization you are comfortable working with.  The first option would be to change the "Invoice Notification" email template located on the Home->Email Templates Screen.  You can simply add the main Contacts_Portal link ...

Good morning,     I'm having an issue with customers not knowing what there balance is because they dont know to look at the "Home" screen in the portal.  When an invoice is sent and they click the generated link it takes them to the "Recent transactions" tab by default and this tab does not have the idiot ...

Mike, Can you email me the Company Account name and turn on MethodSupport so I can take a look? Thanks, - Adam

Nope - this is the only instance of that name in the entire entity table.

Hi Mike, This usually comes up when another Entity has the same name.  This is not necessarily a customer or job, it could be an employee or vendor with the same name.  To find out you can export the Entity table with the Import/Export Tool and search for the subaccount in the Name field. Let me know how this turns out. - Adam

When I go into a particular subaccount and try to change/add any information like a phone number or email address, I get the "Customer/Vendor/Other Name is alerady in use" message. But ONLY for this particular subaccount. No other subaccounts for this parent (or for any other parents) exhibit this behaviour. Please explain how ...

Jason, thanks for the update. We were going to call the report from the edit customer screen and select the transactions relating only to that customer. I assumed that we would need the customer table in the report to achieve this.

Hi JShoff, Sorry for the delayed response, I have created an internal request to get some more information regarding your question.  I will post here as soon as I get some additional feedback on this topic. -Ben

Hi Andy, I did a little research and found out that you cannot actually filter by the Detail table. Inside the Generate Report action you can only filter by the Master table. I see that the option is there to choose the detail table but it doesn't actually work. I'm going to see if we can get that removed. I suggest making the ...