Method Community

Hi Retrotel, Sounds like you're on the right track. To start, I recommend making a copy (save as) of the report "Estimate (Custom)", in case you need to revert to the original. The field you are looking for is under Estimate\EstimateLine.Estimate\Item (see screenshot below).  You would drag Item in between ...

Trying to create a relationship between customer equipment table and activity table. I have tried doing  what was posted in the forum by anonymous. But the customer equipment is not in the drop-down box. 

Hi BVS, For increasing the size of the image, there are 2 steps. If you select the sizing option "Stretch Image", the image will expand to fill the size of the picture box. Then, to increase its size, drag on the square at corner of the picture box to the size you would like. Or alternatively, you can set the width & height of the ...

How can I create a dropdown for SalesOrderLine.Other1 and put it into the grid in a SalesOrder screen?  Thanks!

Has anyone been successful setting up a Credit Card Payment Gateway into First Data, the Credit Card processor for Bank Of America?  Thanks!

I am not able to get calculated fields to print on a report.  Neither formulas nor the mere placement of a copy of data from an actual column into a calculated field will print.  What am I missing?  Thanks.

Hi Tennic, You can acheive this by adding a linked field to the Activity table. This would be AccountNumber field in the Entity table. There already exists a relationship between Activity and Entity, so adding this linked field is possible. Next, please make a copy of the CRM_NewActivity screen if you haven't done so already, so ...

I am trying to create customer transaction reports for sales orders and invoices.  For sales, I would like to have a sales order report to deliver transactions within a date filter that can be entered on demand.  Same for invoices. I have created the report in the report designer with the fields needed but cannot use the report links ...

We have a customized invoice screen that was created during my set up.  We created a Save and New button.  It is saving and brining up the new blank screen however we are unable to create a second invoice.  I keep getting the error message "the account* dropdown containing, is not a selectable value.  Additional ...

Thank you John / Ben. It appears to be opening up in the front now.