Method Community

Yes you can do this with more customization within your Generate Report action. Use the filter option to select the data you want to filter based on your specified date range. - Ashur

WAIT! I did it, it works.  Now I just need to get the report to pull a date range. Any ideas for that???  

This was a huge help, I created a report in the report designer,  but I get stuck when I get to the action- I know what report to select but what about the rest of the fields: Override with Report(optional):  Filter Report  Tables of Report  Fields in Table  Condition Statement  From  Use ...

Hi Ashur, SO I tried the alignment thing in all different scenarios and it did not work. The only way I could get it to work was to put it in its own separate row. It works now. Not sure what changed in the october version but something changed and my screen didnt like it. Thanks for the help Bryan

I have a client who is gearing up to use Method as a Membership database for CRM.  I am trying to have my client only enter the Billing Address info in Method, and not make any edits in QuickBooks to the Customer info.  Their Members have a 5 line address consisting of: BillAddressAddr1 = Full Name BillAddressAddr2 = ...

Great, thank you! That helps clarify and we should be able to use those as is.

Normally the standard options would be used as described below: Open - When entering a brand new potential lead. Qualified - Lead meets a set of criteria based on your company's standards and/or is interested in becoming a customer. Unqualified - Lead does not meet your criteria and/or is not interested in becoming a customer. Yes you ...

Ah, yes. Perfect suggestion, and a much cleaner way to do it. Many thanks, January

Thanks, Ashur. I guess maybe we don't completely understand the meaning of the existing Lead Status options. Can you please explain them? We were thinking about Open and Closed just to be simple. Is there another way to define a Lead that we no longer need to pay attention to?

[quote user="jpfiester"]Is there a way to accomplish this without creating lots of custom fields?[/quote] Just a table design tip on this one, create a separate table called Address with all the fields you want to store (address123, city, country, etc.) plus one extra field called AddressRecordID.  AddressRecordID will store the ...