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  • Re: Report Designer

    Hi Stuart, While you have 3 levels of related data here, it&rsquo;s not impossible to accomplish this. If would be nice if you could simply nest a detail report within another detail report, but Report Designer does not allow us to do so. Instead, you need to &ldquo;flatten&rdquo; your data to use 2 tables instead of 3. You can accomplish this ...
  • Print Method Calendar

    I have entered my work orders for the month. I would like to print the calendar and hand out copies to my crew leaders. Does anyone know how to print the calendar?
    Posted to Method:Classic General Q&A (Forum) by jwalker on 01-13-2016
  • Re: Problems displaying currency fields consistently

    Hi Kupsol, I believe the currency symbol will not be displayed when the screen does not have an active record ID and after a save all sections action is executed. In this case, you will not see the currency symbol on a new record prior to and after creating it. If this is a problem for you, I would suggest that you use the workaround that I ...
  • Is there a way to generate reports based on radio button selections?

    In the Edit Customer page I have a Radiobutton with 2 Options, Yes and No, and want to make a report that pulls all Customers with Yes selected. I don&#39;t see the button&#39;s name &quot;Problem?&quot; listed in the fields in report designer. Is there a way to do this? Just looking for a simple way to make a list of all customers with problems ...
    Posted to Method:Classic General Q&A (Forum) by Kupsol on 01-13-2016
  • Re: Problems displaying currency fields consistently

    It&#39;s still not consistent in that the $ is not displayed for some decimal fields even though I selected for it to be displayed in step 4. Some decimal fields are properly displayed. Some are not, they have the same settings. I can&#39;t figure out why.
    Posted to Method:Classic General Q&A (Forum) by Kupsol on 01-13-2016
  • Re: Activities vs Cases

    Hi Sixtel, To understand the entire scope, it&rsquo;s best to go over each sub-article for activities and cases. There&rsquo;s some tutorial videos attached that do a good job of explaining what can be accomplished with each. Essentially an activity is used to log any interaction between a user and a lead, customer, vendor, another user etc. ...
  • Report Designer: Chart Filters

    Hello, I would like to add a chart to the opportunities dashboard that displays the sum of the ExpectedRevenue field for&nbsp;opportunities closed in the previous 30 days by user. I made a copy of the graph used to display the pipeline by user to modify.&nbsp;I added a field to the Opportunities table called &quot;ClosedDate&quot; that stores the ...
    Posted to Method:Classic General Q&A (Forum) by aaronjwood on 01-13-2016
  • Re: Activities vs Cases

    Thanks, I looked those over. I think my confusion is that if you read those two pages, they are basically saying the same things. ie: What is a case? It&#39;s helpful to think of a case as an interaction between your company and another entity. Basically speaking, creating a case means creating a record of interaction between a ...
    Posted to Method:Classic General Q&A (Forum) by Sixtel on 01-13-2016
  • Error Messages

    Hello, When I go to edit an existing customer and I hit the save button I get an error message. &nbsp;The message that I am getting says Error during the save section action, Additional Information, Action Sequence Order:3. Anyone have any idea how to fix this? Thanks!!
    Posted to Method:Classic General Q&A (Forum) by SarahFannin on 01-13-2016
  • Re: Activities vs Cases

    Hi Sixtel, I recommend looking through our documentation on both Activities and Cases included in our Help Center. If you&rsquo;d like to book one on one training for this, please speak with your account manager. Let me know if you&rsquo;d like me to have them reach out. I&rsquo;m happy to do so. --Audisho
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