Method Community

I was assigned leads by the administrator from a list. Now the contacts show up but only under "campaigns -> list builder" and I need to see them under "leads" as active leads. How do I do this?

Hello Method! I just have a quick questions about grouping in the report designer. Here is what it looks like: We are trying to group the Bill.TxnDate. As of now, it is grouping the bills by the day of the month. Is there a way to have it group the bills just by the month? Thanks,

Hi Fred, I'll take this over for Mortaza and apologies for the late reply. This is certainly acheivable, and there's a few ways I'm thinking of, though none are simple customizations. Instead of using the recurrence object to create your other work order occurrences, I'd suggest simply using a button to insert your ...

Hi ayoung, Yes, we do have a plan to put that functionality in. Unfortunately, I don't have an ETA on when that might be, but we do know its important to many of our users. - Adam

Hi Jonathan,  Sorry for the late reply. I'll take this over from Mortaza. Assuming the tablink itself isn't changing names, I can't see why it migh be happening. Is the action set occurring on a button click or load action?  I'm wondering if there's a race situation happening and something isn't completing ...

Hi John Very strange, all working now.  Thanks for getting in touch! Cheers Rick

Hi John Thanks for the message. Choice #1 I think.  On each page I will have the customer name, shipping address, then a list showing the order e.g.   2 apples 4 strawberries Does this make sense? Thanks Rick 

Greetings I dont work for Method but maybe I can help.  So you have to keep in mind that in the details sections of the report you can only have the many items in there.  You can not have stuff like customer names, drawings, images and stuff like that or address in the detail section.  So say for example if you look at a invoice ...

Greetings. Can you post the #3 line sequence or better yet the whole logic on here please? John M

Greetings. I dont work for Method but let me see if I can help you.  You want all the customer information and one item on a page if i understand you correctly.  You have two choices.  Choice #1 One report with the customer displaying once and all the many items on one page OR Choice #2 you can have the customer information ...