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John-
Thanks for posting that link, it has a lot of resources for report designer.
-Michael
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MisterBill-
Choose the Shared Customer Contacts filter view on the customer list screen, it should display both active and inactive customers.
-Michael
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MisterBill-
It could be that you do not have your Activity Status Type setup correctly for your Activity Statuses.
To change this go to the New Activity Screen and click ... next to the Activity Status drop down. In the window that pops up make sure you set the correct Activity Status Types for each Activity Status. The last activity field is ...
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Mark-
I was able to duplicate this. I will create a ticket for this and update this post once the issue is resolved or when i have addtional information.
-Michael
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Lee-
The bar graph you see on the home dashboard is set to show a maximum of 8 users, you can changes this by using Method Report Designer, making a copy of SalesDashboard_OppByUser and editing the chart using the wizard change the Option under Series > Top N Options to be disabled.
-Michael
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Shawn,
The way you have it setup is correct you may just want to replace Terms with ISNULL(Terms, '').
The step you are probably missing is adding Terms to the Activity table as a linked field from Entity
-Michael
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Blake-
I was 1 minute too late, but what you did is exactly right.
-Michael
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Blake-
You can add a Contacts drop down to the SalesOrder table and then drag that field onto the screen so that the user can select a contact. When you are adding the Contacts drop down you will need to add the RecordID as a drop down and then add the FullName as a linked field otherwise in the drop down you will only see RecordID's and not ...
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John-
In Method it is possible to create a PO from an estimate through customization, if you want to try doing this take a look at the Create Invoice button on the Sales Order screen for a guideline.
-Michael
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John-
Does that screen name always show up? If so what is the screen name?
It is possible to create a PO or an Estimate in Method from a sales order but it would involve customization and the newly created transctions would not be linked to the Sales Order.
-Michael