Method Community

 Right, I understand how to do the landscape setting - it was already set to Landscape. The problem is that when this report is generated in method, it's 6 pages total instead of shrunk into one, or instead of just shrinking the columns to fit (which would result in 2 pages). In the Report Designer, I go the the Preview tab, and ...

 Sorry, I should clarify: the action attached to the export button is "Generate Report".

I have a button/link that exports a report to PDF. However, the report is quite wide and ends up being 2 pages. I'd like to export in landscape form, and shrunk to fit the columns (or the entire report) onto one page. I've investigated the Export to PDF options in the Report Designer but I don't see an option for this. Can ...

 Yep, thanks. I was curious because almost all of the full site seemed to work really well.

I have accessed Method using an iPad and everything seemed to work pretty well on the full site except for creating a New Activity. What happens there is the screen takes a long time to load and even when apparently loaded, the processing "circle" is still going at the top of the browser bar, and at the bottom of the new ...

[quote user="Method_Chad"] [quote user="MikeB"]My original question was: how do I incorporate/link Estimates to my user (ABC) interface and have the estimates populated in the transactions tab of each Customer screen?[/quote] The Transaction table has all the information you need here, the Txt Type field lets you know if its ...

 When logging in as a user, I am accessing the customized screens, which include Customers and Sales Order (linked to customers). Everything works fine. For example, if the company name is ABC, then the screens called "ABC_EditCustomer" and "ABC_Invoice" work fine. The Invoice screen is actually what's used as the ...

 OK, so digging deeper, I notice that if I edit the CRM_Edit Customer tab, go to the Transactions section and edit the "New Transaction" button, the second screen shows the embedded actions.When I use the filter to see the "Sales Order" action, the coding says Go To Tab ink >> Go To Sales Orders. The Sales Orders ...

 And to elaborate a bit on the above, when I Edit a copy of the "CRM_EditCustomer" screen and go to the New Transaction button within the Transactins section, the first Action for the button (regardless whether I choose a Sales order or an Edtiate) is called "AssignValue To Action Result" and the notes are ...

 Again, I'll detail what's happening: If, within the Customize environment, I view the "CRM_CustomerList" screen and select a particular customer, I am taken to the "Edit Customers" tab for that particular customer within my custom environment. If, within the Customize environment I view ...