Method Community

Hi andy, You can utilize the Generate Report action on any screen to pull data from wherever needed; what matters is that the report being selected is based off the table(s) you wish to retrieve the information from. Please advise how you're emailing the report and provide a screenshot of your actions if possible. - Ashur

Can you confirm if it is possible to send any report, based on any table from any screen? Or does the report have to based on the same table that the screen is using for the report to generate successfully? I am trying to generate an estimate report from within a screen based on the activity table. The email is sendng but no report ...

Hi joshtodd, We already have this submitted as a suggestion but don't have an ETA for you. Please see the original request here. - Ashur

Thanks! I knew it was in there somewhere!

Hi NOVA Sales, This can be done by clicking the Add Contact link on the Gmail Gadget then searching for an Existing Customer. Simply complete the Contact information in the form below then click Save. Hope this helps! - Ashur

When I receive an email from a new contact at an established customer or vendor, is there a way to add just the new contact information to the established customer without add it as a new customer as well?

Hi Mike, I believe the reason you can't find the "IsActive" field is because that field is not a field in the Activity Table.  The reason you can filter it in the Activity Type dropdown is because it is a field in the ActivityType table.  The grid filter will only allow you to use the fields available in the table the grid ...

I didn't delete GroupHeader2 but I did delete GroupFooter2. Perhaps that was the issue. I will start over.

We create a lot of estimates and invoices that have multiple line items, sometimes two pages worth. It is a big pain for us that there is no way to insert a line in an invoice in between two existing lines. Currently, if you want to add an item to an estimate or invoice after you already have several in there, you just have to add it at the ...

We received this email -  Hi - I would like to have the option to search my Comments through all my customers. Is there a way to do this on the customers page? Hi Kitty,  If your comments are in the Note field in the Contacts table, you can add this field to the grid on your Customers and Contacts ...