Method Community

Hi Method, I'm using the Report designer and looking for a function that could filter the report automatically. Here is the example, I had a table inside Customer called Job Info which consist of their job opening. I would like to take the report that show all of my customer with their Job Opening but don't need those customer without ...

Hi Method, There are some textbox with auto fill available but I couldn't disable that auto fill. Is that possible to disable the auto fill? Below are the example screenshot that box will indicate autofill. Please advise.

Hi Audisho, Thanks for the advice. Yes Loop requires a lot of processing time. Thanks for the help!

Hi Audisho, OK this one is sure tricky and I couldn't get it running. There are no set of action that already build to count how many leads or customer that a SalesRep already have? Thank you.

Hi Audisho, Thank you for the help, but I did a little bit different, Start Loop   Go to Leads   Stop Process End Loop Go to Customer But Both works! Thank you for the inspiration!

Hi Audisho, The result always show cannot find the value IsLeadStatusOnly. Does Value From Row function must have a Value instead of character? Thank you.

Hi Method, We are having a basic rules that each SalesRep can only have 200 Customer and 400 Leads. I haven't got a clue on how to show the Total count of Customer or Leads. Anyone have ideas? Thank you

Hi Method, I'm building a list of Customer Lead and Customer in 1 table but if we click on Go To.. on Customer Lead will show CRM_EditLeads and on Customer will show CRM_ViewCustomer. Does anyone ever done this before? I'm trying to build a conditional statement but I'm confused which action should be applied? Thank you.

Hi Audisho, Its solved, I took the list from List Builder and its lot faster :) Thank you.

Hi Audisho, OK it worked now :) Thank you.