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Hi Justin.  I created the report with the tables you re commended, but when I preview it, only our company information is repeated over and over.  Not sure why. Also, I'm not sure where the generate report action is.  Not sure why I'm having so much trouble, I used to be a quality control analyst for Ingenix (United ...

April 21st, 2015 Contacts App *New* Added App Preference snapshot to allow users to set default print and email templates (Ticket AS-587) *New* Added Customer:Job field to New Contact & Edit Entity screens (Ticket AS-160) *New* Added Customer FullName field to grid in Contact List screen.  Field is hidden by default, but still ...

Hi Mahlon, This issue should now be resolved. You may experience a delay in loading your Dashboard as the updates are installed. Post back here if there's any issues. - Justin

Hi Jonathan, I should add that SQL overrides can be tricky and if done incorrectly, your grid will fail to load. If you want to forego all of this, you can customize the CRM_CustomerList and CRM_LeadList screens to include the SalesRep field on the grid. Then all you have to do is search the grid for “Contact” in the Rep / Type / ...

Hi Jonathan, If you simply want to be able to evaluate and enforce this manually, the quickest way to obtain a count of how many customers and leads are assigned to a particular sales rep is through an SQL override. Here is an example of a field I added to the QuickBooks_SalesRepList that uses an SQL override to count the number of customers ...

Hi Jonathan, For this, you will use a couple of conditional statements to check the IsLeadStatusOnly field. Then inside of each, you will go to the appropriate screen, tab link or popup. Your result will look something like: [quote]Start Conditional Statement: Value From Row: IsLeadStatusOnly = YES Go To Tab Link: Leads>>Edit Lead End ...

Hi Louie, If this is a custom table that does not contain links to any other tables or is not linked to by any other tables, you could simply create a button to remove all data from the table. A Delete Record From Table action where RecordID Greater Than 0 would suffice. If this is the standard Customer  table or if the table is linked by / ...

Hi Gregg, You can try reconnecting your Google and Method accounts by following the steps below: 1) Sign in to your Method account 2) Hover your cursor over your username in the top right and navigate to My Account > Connected Accounts 3) Select the Disconnect button next to Google 4) Sign out of your Method account 5) Select the Sign in ...

Hi Alex, We actually don’t support Microsoft Exchange / Office 365. A user of ours was able to get their Method account to work with MS Exchange and we have posted the directions they used in solution No. 394 in our Help Center. While you may be able to get this working as well, we cannot guarantee consistent functionality. I recommend ...

Hi Method, We are having a basic rules that each SalesRep can only have 200 Customer and 400 Leads. I haven't got a clue on how to show the Total count of Customer or Leads. Anyone have ideas? Thank you