Method Community

I may have spoken a little too soon, i found some info on the CRM help page about making loops. i am going to work on it tonight but I would still very much appreciate your counsel as well!

Thank you again Jason! I do feel like we are close!!! I understand exactly what you are trying to lead me to do which is very exciting:) I was easily able to create the recentlyordered field under entity but I do not know how to loop through the Invoice table. I have tried several things but to no avail. In the same vein I don't know how ...

thank you again Jason!!! I was able to make the button and generate the base report with wholesale customers, however, when it comes to adding the "and where" I don't see a way to filter out the customers as you mentioned in the previous post. I read through the filter options several times and am probably reading over the ...

thank you Jason! That is exactly what I need!!! But I dont know how to get that screen that you are on or how to run the report from CRM. Can you help me get there? Sorry, I feel like this is pretty basic stuff, I'm just not sure exactly what is going on:(

Thanks Jason! I followed the link and watched the videos and was able to make some custom reports fine but I was unable to generate a report with just wholesale customers. If that is possible I then need to arrange them accrding to most recent order so that the customers who have not ordered in a long time are on the bottom. Or, if it would be ...

hello method friends, I am trying to generate a list of wholesale customers with their contact info that have ordered in the last two years. I have tried generating reports with quick books and spoken with intuit directly bit in order to do so I will have to perform a number of convoluted tasks and ultimately need to employ pivot tables in excel. ...

I used the customize tab to add the notes field to both the customer list tab and edit customer tab. I thought that when you add a note to the edit customer tab it would show up in the notes field on the customer list screen for easy reference, however, no notes appear in the notes field on the customer list screen. Is there perhaps a step that I ...

I have about 230 activities assigned to a salesperson from the beinning of June through the end of August that are currently marked as "not started" that I need marked as "completed". Is there a way for me to acomplish this in one fell swoop? Or will I need to go through one at a time and mark them as complete?

Thank you Adam! Spot on as usual, worked like a charm!!!

I have a customer that somehow became split. Both customer identities have customer and contact information but one has all transaction history and the other has all activity history and scheduled activities. How do I combine these two back into 1?   I checked QB and only 1 identity exists for this customer.