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Hello,
I am having trouble with my method report builder. It seems as my opportunities and contacts master table reports will easily transfer over to the method crm interface. However, anything that I build with the master table being "Customers" does not pull over to the method crm Customer Reports "custom" report section ...
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Hey Scott,
Can you test it again and let me know?
-- Loi
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Hey Ben,
Is there a invoice number for the transaction you are trying to process? We may have to troubleshoot this over the phone with one of our support staff as it will be difficult to do over the forums. Let me know if I should create a case for someone to reach out.
-- Loi
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The "Edit_Entity" screen is accessed from Contacts App, then selecting a contact and clicking the "Edit Customer" option from the View Contact screen. I copied the Edit_Entity screen, made no changes, made sure it was visible to all users, and my test user is denied access. This is the only screen with this issue ...
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The following updates are now live for users of Method:Classic.
Platform Updates
Fixed rounding issue on some transactions which may have caused some sync conflicts. (Ticket AS-1280)
Fixed potential issues with signing up for a new account. (Ticket AS-1588)
Fixed issue with Google Calendar appointments duplicate in some ...
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Using Activity for a grid and Due Start Date is there a SQL code that will display the day of week? So it would show the standard Dec-21-2015 but also the day of week?
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Okay, now we're getting almost no connection whatsoever. 25-30 second latency, or no response whatsoever.
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Thanks Jon!! Sending now...
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Furrywombat -
Please send me additional details via email (Request & Exception data) and I'll dig into the issue from our side.
Cheers
Jon
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SpadeGardens,
I'm moving this over to our general Q&A forum as it relates to our front end UI rather than our API. A member from our support team will pick up the thread from here.
Cheers
Jon
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