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Hey Gloria,
You can't accomplish that using Calculated Fields; you would need to use Scripting.
Take a look at our Report Designer Help Center articles, specifically: Solution No. 416
Scroll down to: 'Calculated script for getting parent'
You would need to modify the code to get it working with LineItems/Retrieving ...
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Hey Greg,
What if you go to Manage Apps > Edit App (Estimates) > Copy (New / Edit Estimate) > OK
Does it let you copy and customize that screen?
If you follow these steps and still are not able to create a copy of the screen, please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll be happy to take a ...
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Hey Ben,
Great question. Using documentation I was able to put it together correctly.
Firstly the functions:
DATEDIFF()
GETUTCDATE()
And the code:
SELECT DATEDIFF(day, Max(viewaccInvoice.TxnDate), GETUTCDATE())
FROM viewaccInvoice
WHERE viewaccInvoice.Customer = viewContacts.Entity
Layman's terms: take the difference in dates between ...
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Hey Kelly,
It has been assigned to a Support member; it's in queue and they will reach out.
I do notice we do not have a contact number for you to be reached at. When you get a moment please shoot me an email with that information and I'll update the case.
-- Mortaza
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Hey Greg,
In order to be able to do this, you need to create a Generate Report action immediately followed by a Send Email action to send the PDF on a button on a copy of the original estimate screen.
You can reverse engineer how Work Orders are emailed in Method Field Services to see how that happens.
Try that and let me know if you ...
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Hey Ted,
Instead of going through the trouble of customizing the screen, you can:
- Click on Fill list with Contacts
In there you have under Tags: "Include contacts" in your case you would choose the Tag 'wormer.'
That will take you right into Step 2 which will show you the list of Customers that fit the conditions in the ...
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Hey John,
I was able to replicate the issue on my end. I have created a ticket for our developers to take a look at the error.
As soon as I hear back from them, I'll update our thread.
-- Mortaza
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Hey Blake,
Thanks for the video! I'm still having issues replicating the error. I did try to change my TaxCode but still unable to get it to "0" out. I do see how this can be an issue for your SalesReps.
I have created a Support case for you and a member from Support will reach out ASAP. They will be able to further disect the ...
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Hey Ben,
Welcome to the Forums!
There are a few ways to retrieve that data into a Grid, here is one way:
SELECT Count(viewaccInvoice.RecordID)
FROM viewaccInvoice
WHERE viewaccInvoice.Customer = viewContacts.Entity
Using SQL Count function we retrieve the total number of unique Invoice RecordIDs related to Customer.
-- Mortaza
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Hey Karrena,
That is very odd, another route to customize the page is to head over to: Customize > Screens
The screen we are going to customize is CRM_CustomerList. Highlight the screen name, make a copy and when you highlight the copied screen you will now have an option to Edit.
-- Mortaza
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