Method Community

Our Method CRM users intermittantly cannot login to Method CRM, or we get the spinning balls of death, too frequently today.  We get locked out of Method for up to a minute or two.  This is unacceptable.  Please fix!  

Here is the exact error: Error^Action Sequence Order:138^ERROR: There was an unspecified error loading the report. Please check your Generate Report action to ensure all filters are setup properly, and that the report loads correctly in the report designer.

I've installed the Outlook plugin on my machine running Office 2010.  However, when I try to install on one of my employee's machines running 2007, the install seems to go fine but no add in is installed.  No buttons or set up prompt.  We have tried to install twice, restarted machine, etc.  It's odd.

Hi Robert, Makes sense and thanks for sharing your solution. You're right, 2 users would have to run the report at the same instant for one user's where script to show on another's report. -Russell

Hi Retrotel, By removing the main filter, do you mean you removed the resultReportFilter action result? Did you also remove it from the Where Script in the Generate Report action settings? If you post the full error message here I might be able to give some insight. However if the only filter you need is on the date field, you should be ...

Is there a way to link Employee Entity rows to SalesOrder and SalesOrderLine rows to determine who created them and who last editted them?  I am looking at the Transaction table as a possible source for this data.  Thanks.

Hi Retrotel I'll add to Russell's post. In addition to support from Method directly there is a community of Certified Solution Providers.  Here's a link http://method.me/solution-providers/

Solution: Repurpose Company.CompanyType.  Its 255 characters that are not used by us in Method or Quickbooks.  Since Company is always available in Report Designer, just before generating a report, I update Company.Company with resultReportfilter where RecordID = 1. Then I put Company.CompanyType on the report.  Bingo. I ...

Sure - basically, salespeople need to assemble a list of records to call.  On any given day they will want to call on records that had invoiced two weeks ago.  Another day they may want to look at invoices from last week.  I have gone so far as to copy the report screen (new name  RT_CustomerReports).  I removed the main ...

Is there a way to upper case a value on a screen, such as a state code?  Upper() is not in the character function list.  Thanks.