Method Community

jshoff- Go to Cases > New Case and click ... next to the Status drop down. Here you will see a Closed Case? check box, check this for the Case Statuses that are a Closed status. -Michael

Hi Angela, The simplest way is to use the Method Import / Export Tool, click HERE for a webinar on this tool. -Michael

Since upgrading our method system to CRM Pro 2.0 system, we now have issues with cases.  Specifically when you try and apply one of the filters (active, closed, etc) it still shows ALL cases.  It is hard to view the open cases as they cannot be filtered in any way.

I need to export some data from Method what are the steps for that?

Matt- Action 9 exports the the contents of the grid so having it within a Loop(Actions 8 and 10) is essentially exporting the whole grid or just the checked grid rows multiple times. Normally conditional warning are set before a set of actions not at the very end, a conditional warning stops a set of action from going foward if a certain ...

The three columns in question are the right most three, and each has the check box "Hidden on Screen Load" checked in the advanced settings in the grid wizard. I am using the Export Grid to Excel function, but within a loop & conditional statement so that if there is an issue with the data (namely, an attempt to export information ...

HI Matt, Are you using the Export to Excel action? I just tried this and any field that was not display on the grid at the time of running the action did not get exported. Can you give me some additonal details of the setup? -Michael

Hello all, I have built a grid to export data from the invoice table, and in order to have this grid link up to another grid I am working on, I have 3 columns (Full Name, RecordID, Customer_RecordID) which are in the grid, but are hidden. When I export them, the hidden columns are included in the generated file. I searched around in the grid ...

pdirect- Mobile currently doesn’t support going to another screen so at the moment zooming into a transaction is not possible. As for the Amount taking a look into the default screen design it looks like it is designed to show the Balance of the invoice which in the case of your examples is 0. I will add a suggestion to have it display the ...

pdirect- What do you mean when you refer to 'Zoom' into a transaction? Can you email the names of specific customers to look at? I took a look at a couple of them and they had amounts greater then 0.