Method Community

Category:  CRM & Field Services Topic:  Recurring Activities A to Z Scenario:  Interacting with the insert grid.   Editing a series.  Editing a single activity in a series.  Deleting a single activity in a series.  The different symbols that show in the calendar view.  Etc.

 Hi Cindy, When you say you created a report, do you mean you used the Method Report designer to show you a list of Leads? If this is the case then it's working correctly, in that it is just showing you the Leads that matches the criteria. If you would like to create follow up activities, then you need to do customization to a ...

 Hi SavageJim, You need to create an association between the tables before you can use the 'Add a Linked Field' option. So for instance, you have Table A and Table B, you then have to figure out something unique that links the two tables. For example, you can add a dropdown field to Table A, 'Full Name' that contains ...

 Hello, We're looking into this and will get back to you as soon as we get some update.

I created a custom tab so that our bookkeepers can update their activites for their customers.  The tab links I used are the Customer List and Activity tables.  I am now trying to hide any information where the user name and assigned to are not the same.  My issue is that I cannot find either of these fields so I can ...

Hi, I created a report based on the Opportunity table to create a followup process for our "Lead Only" contacts.  I limited the information to only those Lead Only records dated 1/1/10 and later.  When I run the report, it will update with all new leads, but will not update current activities of ...

 I am trying to link two custom tables.  When I go to "Add a Linked Field" from one of the tables, there is nothing in the pull down.  I was expecting to see a list of the other table I could link to along with the fields.  What am I doing wrong?

I just customzed a report which looks exactly what I want, but I got a problem , It seems the text box and check box did not work in PDF report, I can not type in or check the check box in the generated report, is there anyway to make this happen, I really apperciate if I can get solution for that.    

Thanks a lot, Amanda, I am pretty sure it is the perfect solution for me, I will try to sync it Tomorrow.

 Hello Ian, Check how far your transaction history goes back. You can specify how many days in the past you would like for your invoice to go back to.  You can refer to the following post for more on transaction history: http://www.methodintegration.com/cs/forums/p/164/433.aspx#433 If the above doesn't work, then you would want to ...