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 Sorry, the last time I had Val doing some customization with us I thought we set that up.  No matter.  here's the scenario.  I have a "Call Reports" screen.  That screen has a CR#(Text Field).  It also has an RMA#(Text Field), that we go back and  manually enter,  if a CR becomes ...

You may also want to try this work-around to see if there is an issue with the report itself.  But it doesn't seem like this is the same issue.  Please see Valbon Shabani's post at the bottom with the Report Designer work-around and let me know what happens!  Thanks!!!  Click here to view: ...

That's odd.  There is a known issue with the Report Designer that is administrated by a third-party.  They are looking into it now.  Try the work-around here and let me know if this helps you.  Please see Valbon Shabani's post with the work-around and let me know what happens.  Click here to view: ...

Hi there! I confirmed with Val that he doesn't have any login information for your account.  If at some point you added him as a user, we do not save the login info for security purposes. Likewise, it is not our policy to log into an account and do forensics on a customization job that we did not do, to do so would require a ...

There are no additional steps that need to be taken to allow for another user to access the report.  There are controls in the Tab Group/Role setup where you can grant a user permission to create/edit reports, but there are no limits on a user viewing the report.  For instance, if you didn't want a particular user in a specific Role ...

Saved SampleEstimate as another report and made mofications, created my button to pull up my copied report.. works great!  Pulled up SampleEstimatte again, everything works. Perform a save as (did the exact same thing) without modification and the detail report does not show (the total shows) all other information shows, but no description, ...

 I have 2 custom screens.  1 is a call report and 2 is an RMA.  There is  a field for Call report# and Rma# on both screens.  For some reason, when I create an RMA it saves a blank call report with what looks like a Record ID # in the Call Report# area and the refering RMA # in it's place on the screen.  ...

Hello,     I'm getting ready to go live with our Customer Support Pages/Reports that I created with Method tomorrow.  Everything is working fine, but if I log in as someone else (NOT ME, I'M AN ADMIN) the print preview buttons only pull up the print screen but don't fill any data into them.  Is there ...

 Matt, This was an issue with non-accounting tables.  I've update the API so you can try the delete out again. Let me know if you have any other questions/issues. Pete

Got it... Sometimes it takes me a while to connect the dots!