Method Community

Paul, I think that is exactly what I was looking for.  I will give it a try today and let you know how it works out. Thanks!

Josh - it sounds like it's doing what it should be doing.....so maybe the best thing for you is to: 1. Start Condition Statement - if the dropdown is empty then... 2. Generate Report - no filter, just show all records. 3. End Conditional Statement 4. Start Condition Statement - if the dropdown is NOT empty then... 5. Generate Report - ...

First I "Retrieve Value From Screen" and assign it a Name.  Then in the generate report action: 1) Call the report (CallReport is the name of the report) 2) Filter Report; Table in Report is Correct (CallReport).  Fields in Table is "Facility". Condition Statement is "Equal to". From "action ...

Hi Josh, How is the filter setup in your Generate Report action? -Michael

I have a question regarding a report that was running based off the value of a drop-down.  Previously the report would pull all records if the value of the drop-down was left untouched.  Now it only pulls records with a blank value for that field.  If you select a value, it returns the correct results. But I can no longer return ALL ...

Hi Dan, As is in Method there no way to move entries from the Existing Customer List to a Customer Contact List, you either have to manualy add the entries or you could do some customization and add a means to copy details from a Customer into a customer contact. -MIchael

Can you move entered entries from the Existing Customer List to a Customer Contact List?

HeatherQ- If you edit the Customer List screen you can add the LeadSource drop down to the screen. By default Method doesn't have any reports on lead source. Based on the kind of report you are loooking for you would need to link the LeadSource to the Invoice table based on Customer and then you can create a reports on the invoice table and ...

I need to be able to sort by leadsource, get quick reports on dollar amounts according to leadsource, etc. Having it in an easy accessible screen would be helpful.

HI HeatherQ, Its not possible to add a screen within a screen, but you can display infomation from the leadsource table(screen) in the Additonal Info section of the Customer list or have the leadsource screen pop-up by clicking a button. What exactly are you trying to do and why, i may be able to point you in the right direction. -Michael