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Hey,
My first question would be, does it need to exported in spreadsheet format? Or can we use a Generate Report action to extract that data?
- Mortaza
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and ben just called us! he was very helpful and came up with a solution to our problem! thanks for all the hard work you guys do at Method:CRM! We really appreciate it!
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I was hoping to get some advice on how to find and export customer information based on information in two related tables.
On our Customer screen we have added a custom section that contains software registration information for each individual customer (serial number, version number, etc.). It is linked to the Customer table by the Customer ...
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Hey GroGreen,
These errors are tougher to troubleshoot over the Forums.
I would start by doing the basic troubleshooting first:
- Clear Cache/Cookies
- Try in an Incognito window
If you follow these steps and still are getting the same error, please give us a call on the Method support line at 1.888.925.6238 x 2 and we'll be happy to ...
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Hey Charles,
Yes, it is possible, depending on the needs.
It would require customization, if you would like to share your requirments we can work on putting something together.
- Mortaza
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Hey GroGreen,
It's an issue we are aware of, there is a high priority ticket in with our development team. As the developers are actively working on a fix - hold off on making any changes or short term workarounds till the fix gets pushed out.
As soon as I get the word from the team, I'll update this post.
- Mortaza
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Was looking into this further, could the problem be because I can't set the default Screen for New Records and Screen for Viewing Records to my custom screen? Whenever I try to change them, it tells me that only the app publisher can change these settings.
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Is it possible to create and print year end tax receipts with Method:Donor? I only see the ability to do individual donations.
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I built a custom app using errol's videos (which I loved, by the way!)
I added a few fields and customizations, but nothing spectacular. Now, seemingly randomly, I get the Oops error. When I click more info on the error, I get Error Reference 7629-1390-0125. Is this a general error, or does this number mean something?
Thanks!
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