Method Community

Hello,    Sorry for the delayed response.  I believe the issue is you would have to save the record first before you can filter.  The field values would be coming from the database tables and not the grid.  You can add checkboxes to the grid from Step 1 in the grid edit screen. There is a 'Checkbox column' option ...

This is still an issue.

On my issue trying to use Report Designer (RD) to create a new Statement Of Account, I realized RD does not have enough of a feature set to link Transaction and Customer AND handle filters on BOTH tables.  Instead, I decided it would be easier to empty the Invoice.Memo field and use the QuickBook statement of account report.  I created a ...

Hello Gregg,      Look for any updates or pop-up blockers.  Your Adobe Reader may be missing updates.  Sometimes Windows updates will hold the update you need.  Also, check to make sure the browser isn't blocking pop-ups or downloads from the web. Greg

We recently had our database on QB's Enterprise 14 become corput. QB's has repaired the file and we want to resync it with Qxpress. We have of course been working in Qxpress between the time the database was corput and we received it back working. The database file name has changed and we need to resync it to Qxpress. I ...

Hey Gregg You can refer to this to answer your question: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Report-Designer&id=271 Regards,

I am new to Method, so I hope I am not asking a stupid question.  If I go to customer>Customer Reports and hit "Generate Report" button...I get the little spinning wheel, but a report never shows up? Where should I be looking?  Many thanks! Gregg

I am new to Method...how do I get to the report designer? Thanks,  Gregg

Hello, I have a question regarding the SUM function in Method Report Designer: 1. I have a label element that displays the Sum of a given Table field for a group. Let's call it: Label_elm[sum(table.field)] 2. I have another lable element, and I want to display in it, the Sum of Label_elm. So, I guess my question would be: is it possible ...

Hi... Is there a way, in an email template, to change the format of the date and time when using the field Activity.DueDateStart? Currently, the format gives us Jun-30-2014 05:41 PM, but we'd like to change it to June 30, 5:41 PM. can anyone help? Many thanks, Gregg