Method Community

Hey Aaron, That's great news that you were able to figure the formatting out. -- Loi

Hello, I have created a report for New Leads but, I want to be able to run the report for just one Lead at a time not all the leads at once. When we put new leads into our old sysytem (ACT) we print off a Lead Sheet for the new potential client. I want to be able to continue this. Can I get any advice? Thanks!! Erika

Hey James, The build selection list is only set to include what ever you have in the list. Depending on how many names you want to filter, what you can do is filter the 1st name in a sales rep filter and then filter the 2nd name in another sales rep filter. This will allow you to filter out the two names with two filters for the ...

Hey Mahlon,  I have created a ticket for our developers to take a look at the issue and I will let you know when they have resolved it. -- Loi

The Master table i'm trying to make the chart for is ActivityJobItems. The goal is to sum up the amount of each job item. The arguements for each series is a date, the ExpectedInstallDate and the InvoiceTxnDate. There is two series. The value sum, under point options for both is set to currency. For the Data, the arguement scale type is set ...

I was wrong...there was in fact a script being applied to the field in order to calculate the price of the item. The formatting was hard coded into the script. I updated the format to "c" in the script which is the standard format for currency and it works fine now. I will paste the line below in case others find it helpful. Sorry for ...

I want to update Contacts.TagList from the change of a custom field in the Opportunity. It is missing from the update 

Hello, Today we noticed that our customer estimate report was showing the price for one of the line items as $641.66333. The other line items all were displayed correclty with 2 decimal places but all of these ended in 00 (such as $1100.00). I thought it had to do with the formatting in the report design, but the format for the field is set ...

Hello Method! I'm making a couple of filter by views using the following  As the picture above stands, the build selection list acts like an OR statement. So it will filter the grid containing either adam or andy. Is there a way to filter it so it does not contain sales reps adam or andy? Thanks, James

Hey James, is the report simple to reproduce? Are you able to give me steps to replicate the report so I can investigate that error? -- Loi