Method Community

Hi Stuart, While you have 3 levels of related data here, it’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 “flatten” your data to use 2 tables instead of 3. You can accomplish this ...

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?

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 ...

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't see the button's name "Problem?" 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 ...

It'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't figure out why.

Hi Sixtel, To understand the entire scope, it’s best to go over each sub-article for activities and cases. There’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. ...

Hello, I would like to add a chart to the opportunities dashboard that displays the sum of the ExpectedRevenue field for 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. I added a field to the Opportunities table called "ClosedDate" that stores the ...

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'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 ...

Hello, When I go to edit an existing customer and I hit the save button I get an error message.  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!!

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