Method Community

Ahhh... So what you are saying is that I should open the report in Report Designer, make the additions I need, save with another name, then pull it in Method to test?  I will try that in the AM and let you know.  Thanks!

Hi egrace, This may have to do with the number of customers and contacts that you have. Report Designer will only pull in the first 100 records of a table to generate the “preview”. Anything beyond this count will not be displayed in Report Designer, but will be displayed fine when you generate the report in Method. If you’re ...

Actually it is vice-versa.  I can see the report in Method under the Custom option.  What I want is to be able to get it with the Method Report Designer so that I can customize it further.  Logically that should not be a problem but in this case the report is different when I access it through Report Designer.

Hi egrace, When you use the Quick Report or Advanced options, these pull the CRM_CustomerContactList… reports. These reports will list the customer and primary contact information only. The report you’re looking at in Report Designer can be located in Method by selecting the Custom option and selecting the CRM_ContactList or ...

Hi I'm hoping this is a simple one....  I am a Method Classic user however not the Administrator.  The Administrator has not had the time or the inclination to create custom sales contact reports. When I pull what I am sure is a stock report through Method Classic CRM I am getting different results than when I pull ...

Hi Conner, Each row will expand to the size of the tallest object in the row. Because of this, you’ll notice that all the stock Method screens either place a grid in its own row or in its own section located at the left side of the screen. Since your grid is the largest object in the row that includes the Competition Models and ...

Hi jsautel, Linking field data from one table to another is done using linked fields. You have the option of adding these to your tables located under Customize > Tables / Fields by selecting the Edit Fields… button next to the desired table. A linked field can be added to retrieve the data from any field on a related table ...

Here is an image in design mode http://i.imgur.com/1N0ktfn.jpg. This is one of my tabs in the main EditCustomer screen along with additional info, contacts, activities, opportunities etc. 

Hi Conner, You could try using the “Show First Section To Left Of Screen” option located in the Advanced Screen Properties. Otherwise, take a screenshot of your screen in design mode so that I can see how you have it laid out. I may be able to make some suggestions for you based on this. -Audisho

Ah ok thank you for clarifying that. One problem I have when designing the screen is when I try to place the grid on the right side of my fields, it creates a blank gap. Here is a picture for reference http://i.imgur.com/IPICt8y.jpg  How can I make it so that the grid is placed to the right of the main fields, but does not create ...