Method Community

I wound up just hacking a report solution by putting a PrintMe flag on SalesOrderLineItems and setting this flag to True based on what was selected in the grid on the screen. After generating the report, I update the flag back to False again. I got this idea from another post on the forum (can't find the link at the moment). I ...

Hi, at step 1 of 10 "Access to Shared Record" you need to link Employee/Vendor/OtherName(SalesRep) and at step 6 of 10 you need give access as required to this user.  Step 6 of 10 "Access to Shared Record" for the original user you need to unselect share all records and apply full access to see the ...

I need to generate a Sales Order report given a particular SO RecordID but I need to only display certain selected Sales Order Line Items. How do I specify both the SO RecordID for the report as well as filtering for certain Line Item IDs? Thanks

Why does Method chop my customer's billing address part of the time? I have the full address under the customer contact; but Method chops the city, state and zip off of part of the address. Half the time only the first three lines of an address will show. I have customers with 4, 5 and 6 lines of address.  I use Method to set up my ...

Is there a way to share certain customers between users.?  I want to figure out the problem mentioned above so the user can't view all records.  There are certain records that I'd like to share between users.  My business is such that 1 "account" will have multiple customers (contacts).  Those contacts can be ...

Hi, There is a way to include a paid stamp.  It involves doing some customization to the invoice in Report Designer.  To include 'paid' into the invoice you would need to create a script in xtraReport11 property grid.  Find the field scripts, expand that and find Before Print.  Replace the existing script with ...

Hi John, can you clarify what you mean by items and group functions.

Is it possible to create an internal wiki that is similar in structure to the Method CRM Help Centre?

See edits below: The recommended structure for creating and keeping track of Help Desk tickets would be to utilize the Cases and Activities tabs, however customers many a time customize screens/processes to their liking. The Solutions would also be very helpful, you can post internal documents as well as published documents ...

Hi Mike, The recommended structure for creating and keeping track of Help Desk tickets would be to utilize the Cases and Activities tabs, however customers many a time customize screens/processes to their liking. The Solutions would also be very helpful, you can post internal documents as well as published documents for users to view through the ...