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James,
Have you taken a look at our webinars on Method Report Designer?
The key thing to remeber when using 'sub' tables is to make sure you drag the fields into the detail band and that the detail band is bound to the correct table. Also when dragging a field from a detail table make sure you are selecting it from within the main ...
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James-
If you are looking for List Builder it is now under the Campaigns tab.
In Method you can't convert to Word but you could create a PDF(Report) using the Method Report Designer based on the SalesOrder table and use the new tables you created as detail tables for the Report.
To actually generate this report you would use the Generate ...
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James,
If you set the grid to be editable you should be able to just click in a field and edit it. If you are talking about Edit... button found on some grid rows those are actually manually created and normally have a Show screen in popup action in them that will display a screen that for editing that record (You would need to create this ...
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Hi James,
'Sales Center' no longer exists in the revamped CRM (The manual hasn't quite been updated just yet) but the contents of it have been broken out across multiple tabs. What exactly are you looking for in Sales Center?
-Michael
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JameQ,
I'm glad to hear that you fixed it. The next time it happen if it happens also take note of the time so we can track down the error.
-Michael
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John-
Caffeine goes a long way when it comes to troubleshooting
Thanks for the heads up and i'm glad to hear that it's work for you now.
-Michael
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Hey John,
Are you getting an error message? What exactly is happening when you click on that button?
-Michael
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Hi James,
Try this:
Edit the grid and go to Step 2
For Insert a new Column select Link and type Delete for the caption.(Make sure not to change anything else)
Click Insert Column.
View the actions for the Delete link field. (At this point you can edit the field)
Method automatically adds the actions when you use Delete as the ...
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Hi Jason,
Though it is possible to import Invoices into Method it can be a bit tricky since you will need to import the Invoice table and then the InvoiceLine table. It's best to get these transactions first into QB which will flow over to Method. If you take a look at the Inuit Marketplace there are a bunch of apps that specialize in ...
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k,hahn,
Nothing has changed as far as accessing data from QuickBooks Payroll. You can access the same functionality as QuickBooks for Bank > Writes Checks by going to the QuickBooks Tab Group and going to Vendors > Writes Checks in Method. Maybe another user may have a suggestion for what they have done.
-Michael