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Audisho, I just built the report from scratch and still see the same problem. Can you build it from sctrach in my account and see if it works? I feel like it is an issue with the high volumne of invoices (since the test you did had only ~6 invoices per month)

Guys, When exporting data, any column that is of type DATE exports like so... Jan-01-2015. Every time we need to parse through the data to convert to proper DATETIME or TIMESTAMP format to do anything useful with it. Can you either offer a toggle-switch that allows for properly-formatted date/time fields or simply switch to a more usable format ...

Thanks for removing the account Audisho. I misread your previous post about emailingi the info. I'll take a look into the issue again and see what the problem is. 

Hi Marco, I suppose that this is theoretically possible however, I have never run into this situation. You can try following the steps listed in Solution No. 429 of our Help Center for regenerating the Users table to see if this helps. My thought is that there is another issue here that you are not considering. If regenerating the table does not ...

Hi Kelly, Please refrain from posting any account specific information directly on our forums. This includes account names, usernames, screen names, etc. The forums are a publicly available area and making this information publicly available is a security concern. Our support team lists our email addresses in our signatures (see below), so ...

Hi Wayne, Adding the ability to include attachments in emails sent from Method requires customization. I wrote a post for adding this functionality to the list builder screen yesterday. You can take a look at it here. This can be easily adapted for use with the activity screen. Feel free to reach out to one of our partners or your account manager ...

Hi Jason, Thanks for clarifying. I am in fact able to replicate this behaviour. I spoke with a member of our professional services team and he mentioned that he has run into this before. This is not the intended functionality, but since the actions are still called in the same order and this doesn’t break your action set or cause any ...

What are the chances that a user can get corrupt, not being able to access totally or partially to screens and fields he or she has access to? Thanks,

Hi Audisho - See Info Company Account: [redacted] Report name: [redacted] Screen: Customize > Home Dashboard V2. The report is located at the bottom, under header, '12 Month Rolling Sales'. Note, I have filters set up, however, I am not using them right now, so the report is unfiltered (as this will be easier to ...

Following up on conversations with leads or customers we want to send and attachment with the email we can generate within the Activities screen but can't locate an attach file button or option. For instance, I just spoke with a customer who requested an updated price list but since I couldn't find an attach file button within Method I ...