Method Community

I just did a sync on my own desktop account and did not get an error. Will check in with clients.

Hi Blake, I have been sucesfully sending out emails today with an attachment. Sorry it is not working for you. its always frustrating.

I deleted a Linked Column action that referenced a control on the screen. I then deleted the control. I could not save my changes. I had to go back delete the column action  - save - and then go back in and delete the control it referenced. Was able to save....is that how its supposed to work?

Patttie,  One trick I have used to show and filter my  reports...is to add a field(s) to the company table for your date variables. And it only has one record so you know you can only have one set of parameters. This table shows on all reports.   I usually add a param1 and param2 field and use them for date start, ...

Callum, Mortaza and you may have already resolved this, but which Estimateline.estimatequantiy are you using on your report? Under the ESTIMATE teble list there is an ESTIMATELINE  Fied with a "+" next to it.  That is where you should be getting your Quantity from. Not from the ESTIMATELINE field listing .  I know its ...

HI Afrodite, You are asking good questions.  With all of the dates you want, I would generate a "pivot grid" report using the report designer and then display that report on your screen.  The pivot grid tool  gives you all sorts of date options.   Just a thought.  Also keep in mind how far back you have ...

Mortaza, Can't you add Checkboxes to your grid?  Client can check what's appropiate and then you need to set up Loop through Grid actions to process checked boxes...

I agree with you Mahlon...I never agreed with MC presentation either.  Why would you have Invoices on an Opportunity. Opportunities are where you are atttempting to GET the sale.  It should be "closed" if you have an Invoice - cause then Contact is a Customer.

HI Mike, If you just copy the screens, then you need to adjust in several places to turn off any 'saves' or 'table updates'.  You want to allow the employee to select a SO/Invoice, but not make changes. There are several places on the screen where you need to 'turn off' Saves or screen updates.  One is the ...

One other thing with PIVOT grids, you need to place your grid in a group header, page header not in Detail section of report.