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  • Re: Method Report Designer - Creating a Variable

    Okay that helped. I&#39;m not getting an error message any more. For some reason, however, it&#39;s not pulling my custom fields. I&#39;m trouble shooting that now.
    Posted to Method:Classic General Q&A (Forum) by l.brandow on 08-12-2014
  • Re: How do I cancel my account

    Hello, &nbsp;&nbsp;&nbsp;&nbsp; Your account can be managed in the Subscription Portal.&nbsp; In Method, go to Customize -&gt; My Account and click on &#39;Go to Subscription Portal...&#39;.&nbsp;&nbsp; There is a cancellation option.&nbsp; If you need assistance, you can speak to your Sales Rep and he or she can help you out. Greg
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 08-12-2014
  • Re: Method Report Designer - Creating a Variable

    Hello Lance, &nbsp; I have a hot new lead.&nbsp; You are missing underscores, &quot; _ &quot; in your equation.&nbsp; When you have to carry the equation to a new line, you need underscores to tell the program it&#39;s continuing on the next line. eg.&nbsp;&nbsp;&nbsp; a + b Correct:&nbsp; a_ + b Incorrect: a + b Let me know if this ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 08-12-2014
  • Re: Method Report Designer - Creating a Variable

    Hey Lance, &nbsp; It looks like you found some stray spaces.&nbsp; This must not have been the issue.&nbsp; I would recommend going with just the first couple of lines.&nbsp; Generate the report and see if it work.s.&nbsp; Then subsequently add another line of the equation.&nbsp; See if this pinpoints where the error is occurring. Greg
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 08-12-2014
  • Re: Method Report Designer - Creating a Variable

    Thanks Fran! It&#39;s good to hear from you. I&#39;m trying to avoid that route. Let &#39;s hope I can get this working. Hey Greg, Line 3 is: &nbsp; &nbsp;dim sNewLine as String = Microsoft.VisualBasic.ChrW(13) + Microsoft.VisualBasic.ChrW(10) Line 10 is: &nbsp;+ ...
    Posted to Method:Classic General Q&A (Forum) by l.brandow on 08-11-2014
  • Re: Find Estimates containing Specified Item

    Thanks Greg! I followed your steps until &quot;THen have a &#39;Go To Screen&#39; ...&quot; , and then the rest is&nbsp;not clear to someone new to Method CRM. So now I&#39;m busy wading through the documentation and webinars. When I finished that, I hope to complete your instructions. Regards.
    Posted to Method:Classic General Q&A (Forum) by ben9 on 08-11-2014
  • Re: SendEmail Attachments

    Hello Blake, &nbsp;&nbsp; Thanks for letting us know.&nbsp; If it happens again, post back to the forums and we can take a deeper look.&nbsp; Currently, I am not aware of document attachment issues. &nbsp;&nbsp; As well, the Invalid Viewstate issue has been resolved. Have a good day &nbsp; Greg
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 08-11-2014
  • Re: Invalid Viewstate

    It seems the issue has been resolved in the past couple hours (that&#39;s the last time I checked before now). I can now edit a custom screen and edit any action without any problem on the two screens I&#39;ve been working on for weeks. No more viewstate messages or spinning progress indicators. One other note...navigating the designer, saving ...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 08-11-2014
  • Re: Find Estimates containing Specified Item

    Hello Ben, &nbsp;&nbsp; We don&#39;t have a default screen where you can find estimates and other transactions for a particular item.&nbsp;It is possible with some customization to manage or view items.&nbsp; I can explain how to do it with screens, but this is also possible with reports. &nbsp; &nbsp;&nbsp;&nbsp; You can create a simple screen ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 08-11-2014
  • Re: Invalid Viewstate

    Hello, Can you close and refresh your browser and try again? If the issue still persists, can you please PM me the screens that are giving you this error and whether you are on Stage(July Version) or Live site(October)? Thanks, Rich
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