Method Community

Ben I edited the above post, there is a link to the picture now or use this link----------http://tinypic.com/view.php?pic=8z2145&s=8#.U5nwHY1dXRw You will have to create a new button and add actions to only print 'Checked Rows'. There is a good example of this in the stock Print function for Invoices. Use the print all ...

I couldn't see the image that you posted.  I am currently using a 'print all' button that creates the report outside of the loop, but it creates a report with all the Record ID's that fit the criteria indicated it the report action.  I would like to have the ability to select certain records to print instead of all of the ...

Ben Thank you for your response.  Can you move the generate Report Action outside of the loop?  If the generate report action is inbetween the loops, it will created reports everytime it loops through the table and finds a selected record.  See below example. The generate report is out side of the loop.  (See link ...

I'm trying to generate a report based on a custom table that I made.  Grouping is the main concern, as multiple PDF's are created based on what is selected in the grid.  I would like only 1 PDF to be created with all the selections in 1 document.   The action just indicates the report that is being made, the table it is ...

Ben,  Thank you for your forum post.  Could you clarify a few items below: What table are you trying to report on?  Is the grouping issue the main concern here?  Is your current process creating multiple PDFs or just multiple pages in a single PDF?  If you are running an action for the ...

Hi Wentsi, The easiest way to do this is by using the Import/Export feature. Go to Customize > Integration Tools and click on Go to Import / Export. Click on the radio button to the left of Export a table to a file, uncheck the checkbox to the right of Show only common tables?, and select ...

I'm trying to export the Contacts Grid.  I have a button whose only action is to export the Contacts Grid to Excel (all columns, not just the checked ones).   I have a custom  'Customer Address Info' view of the Contacts Grid that displays various address/contact information fields.   Even though I'm ...

I am trying to have the "class" field auto-populate on the estimate with the value from the customer record's field "Customer Type" How can we do this, do I use the Dropdown Field Actions for the Class field? --Shayla

Hi Wentsi, Could you please enable the MethodSupport user by going to Customize > Users and clicking the checkbox under Active for the MethodSupport entry in the list at the bottom of the screen? After you do that, email me your Company Name and I'll go in and take a look. - Justin 

How do I add new options/values to the Customer Type drop down menu? i.e. I currently have options such as Co-Op Client, Retail, etc. but I would like to add new types such as "small" or "distributor"  Thanks!