Method Community

Hello! I recently made a new report in Report Designer which is simply a pivot grid report, nothing else.  In preview and HTML mode, it looks fine, as I want it to. My issue is, I have a button on one of our screens to generate this report.  No matter what I do (ie, no filters, quadruple-check everything), I am constantly getting this ...

Hi GroGreen, I checked our logs and found that you seem to be encountering a large number of the following error. [quote] Save Warning: The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique and save again. [/quote] It could be that your code is ...

Use case: Activity Types by Month Try creating a chart on activities where Series = Activity and Secondary Column = DueDateStart and try to group by month, year, etc

I am also getting a duplicate opportunity when entering. Any ideas?

Is it possible to hide to the related info the at top of the Edit Screens. For example, on edit Contact screen, you see the related info for Activities, Estimates, Invoices, Opportunities and the abilitiy to add new ones. Is it possible to hide this? I know before this was unavailable, however, has that changed now? See below: ...

We need an AND operator in Advanced Search on grid. This is useful for filtering to transactions between a date range. 

How and when does Method calculate the item quantity fields (QuantityOnHand, QuantityOnOrder, QuantityOnSalesOrder). I know the numbers are affected by invoices and purchases orders. But what about the txn date. Does that affect the quantities, or are the numbers updated right when you create an invoice or purchase order?

Hi There Mahlon, Not sure If I was just misunderstanding the Dialog here - But after going back and testing myself, It looks like we've already added the 'Compare As' For DateTime fields on Chart objects. That being said - I think your initial question was more along the lines of "How do I display DateTime as JUST ...

Hi GroGreen, Your workflow is correct. One thing to keep in mind is that your opportunity will be linked to the contact that is created automatically when you create a new customer. Using the same name that you used for creating the customer should still allow you to create and link the opportunity to the correct contact. If you're unable to ...

Any idea when this can be added?