Method Community

Hi Jonathan, For this, you will want to use either the Less than or Less than or equal to filter. Your choice will depend on if you want to include customers whose last activity date is exactly 30 days ago. In order to use this filter, you will first need to calculate the current date minus 30 days and store this value in a shared result to ...

Hi Jonathan, You need to use the SalesRep.Initial field and not the SalesRep.SalesRepName. The initial is what is stored in the Customer.SalesRep field so your dropdown needs to match. Make this change to your dropdown then post back here and let me know if that fixed it. -Audisho

Hi lzimmerle, What is the name of the screen that you customized? Have you tried replacing it with the stock screen and does the issue still occur on the stock screen? Where are you testing the screen? Have you tried on a mobile device or are you using a desktop browser? Have you tried a different browser? Have you tried clearing your ...

Hi guys, I'm looking a way to create a filter where we could display a customer without activity in the last 30 days. Does anybody ever tried that and which filter rule shall be applied? As far as I know these are the only filter available, Please advise.

Hi Audisho, This is the screenshot on how the "New Sales Rep" drop down is taking the Rep. I take the list from SalesRep Table and use SalesRepName as the field. Or Should I take the SalesRep from Entity Table? Please advise.

Hello, I had customized the Mobile Customer screen several months ago because sales receipts were not showing an amount correctly.  I wanted to do some further customizing so I could filter it to only show customers with balances.  I tried modify my screen and it would not work.  I tried to create a new screen by copying the ...

Hi Maureen, Yes, our development team is notified immediately if there is a service disruption. This includes times that are not during our normal hours of operation. When this happens, we are always immediately in contact with our hosting partner and we do our best to resolve the issue ASAP. Again, I’m sorry for the ...

Hi Mike, Your activities must be assigned to a user on your account. As a work around, you can either add each of these employees as inactive users to your account or add 1 inactive user to just assign all of these activities to. An inactive user will not count against your licenses so this will not increase the cost of your subscription. ...

Thank you Audisho. Is there someone on your end that gets an "emergency" notification when there is a service disruption?  Because for me as your customer it is an emergency as I can not effectively service my customers when Method is down.  The two times I have experienced this problem, it seems to have been resolved ...

Hi mholden, You can create a report with a pivot grid using Report Designer. Take a look at solution No 415 in our Help Center for directions on doing this. There are also a couple of videos at the bottom of the article that demonstrate this process. There is a tonne of stuff that you can automate with Report Designer. If you’re ...