Method Community

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!

I am currently working on printing reports from a grid, where it only creates reports for the record ID from row, however, the issue that I'm having is that it creates individual separate reports for each row that is checked, and I would like it to create 1 individual PDF with all the checked rows in the grid.  I can create 1 individual ...

For some reason, all of a sudden, when I click on "Go To..." for a customer from the customer list, intsead of brining me to just the Edit Customer Page, the "Edit Contact" pop-up now appears. How do I stop this? Maybe I clicked something by accident? I definitly did not purposly create a new pop-up action. Thanks!

Dborey Thank you for posting in the forum.  1) Emails from Cases sending on behalf of another email address.  To rectify this please check the users individual email preferences.  Go to users, edit specific user and go to step 2. If the below box is checked then any email notifications will come from default setup in ...