Method Community

Hi Guy, CustomerEquipment is a table from the Field Services app (available with Method CRM Pro only), do you have this app installed? If you have a Pro account, you can install the Field Services app through Customize > My Account. Please see ...

Hi Retrotel, Thanks for the clarification. You are correct, on the CRM_CustomerReports screen, the reports in the dropdown are filtered to show those with Contacts as the MasterTable. You could copy that screen and remove the filter from the dropdown, or you could generate the report in another way, such as a button which creates ...

This worked perfectly.  I actually modified it a little more by adding a label and an x band line thing for "item". Thanks for the help!!

For instance, under the customer tab, there is a link for customer reports.  I have created an invoice report using the invoice table, but there is no link to open and add filters to that report like there is for reports using the customer table.  When I create a button or link on a screen to open the invoice report, I have to apply the ...

Hi Retrotel, Can you clarify what you mean by "cannot use the report links to find them"? It seems you have created the report in the Report Designer, but how are you trying to access the report in Method? Please let me know. -Russell

Hi Dave, Makes sense. In this case you will need to filter with a different field. Could you hide all transactions that have a type of "Estimate", or do you need to show some estimates? What about the DueDate field, if the transactions you want to filter out don't have a due date yet, you could filter those out. My ...

Hi Michael, "Value From Row" is used inside a loop through a grid/table, which is why you are getting the error message. You should get the value to compare in the conditional statement with "Assign Value to Action Result". You can get the record's RecordID using Value From Screen, using Grid:RecordID (where Grid ...

Actually, I don't think that will work. I don't sync Estimates to Quickbooks until we get a "Go Ahead" from the lead/customer. But I need them to see the Estimate in the meantime when I email it to them.  So if I used the "Wait for Sync Approval" as a way to designate whether it is a Draft Estimate, it would ...

I think I understand.  I will give this a try.  Thanks!

Yes I will let you know if I experience it again.  The issue was that after I edited quantities and prices, and then saved it, the Group Items would load AGAIN at Zero quantities - effectively wiping out all the work I'd done.  But NON-Group items remained intact...weird.