Method Community

I looked at the report creation options for customers and cases.  Is there a way of generating custom reports that include (and possibly can be filtered/sorted by) user created fields?  We have a number of custom fields in the Cases table that we would like to include in reports.  Is an option to that simply creating a display ...

Thanks for your input on it - I still couldn't get the alignment to work, so I just put the captions on top of the boxes for now.  At some point I'll revisit it and spend some more time.  Thanks again.

I have a custom button on my Invoice, PO, and Estimate screens that allows me to send an email to the contact selected, sending them a PDF copy of the invoice, PO, or estimate along with an email template that directs the recepient to visit the portal to view.  In regards to sending "Estimates", they can be sent from either ...

I have a few different discount items, however, they are not calculating correctly.  My 3% discount item is simply taking $3 off of the subtotal line (and yes i Know that the discount item will discount the line item directly above it, so I have the discount item directly below the subtotal line).  My 5% discount item is doing the same. ...

Getting the following error whenever I do anything that requires a "write to" operation within method.  E.g. add contact, create activity, etc Here is a link to the screen shot Thanks in advance Dave

Hello Jennifer, I am glad that it is working for you. Wish you a great weekend! -Inder 

Hello Mike, Once you click edit on the text box you added, you get a pop-up screen for setting up properties. Step1 of 4, under Caption: you can rename it with actual spaces between   and your caption. Depending on your need you can add spaces between them. You can always change it, till you get your desired result. Hope that ...

Thank you for the help, all seems to be working now!  Thank you for taking the time to walk me through this. Jennifer

Hello Jennifer, You do not have to assign any action to BillEmail field, you have to assign the above actions to "butCalculateAddress" field only. "butCalculateAddress" field is present under Add/Edit invoice section. Also, attaching the screenshot for the same. In case of any issues, please let me know. Hope that ...

Hello Industrialrobotix, Here's my answer. If it is working on your office PC, it should also work on your laptop. I am not sure why this is happening, but htere are few things you can try on your laptop: - Try to update the Adobe PDF version. - Change the browser. -  Disable add-ins on your browser and try it. - Apart from your ...