Method Community

Hello A.Jones, Here's my answer. In terms of using a Team in the Assigned To field you have to first create Team from the Team Members Screen : From the Dashboard, go to Settings > Team members. Choose a team name for your team and type it into the field (e.g. Pipe Queen). Under Team Leader, choose your personal ...

Hello Roy, Yes, you can print batch of Sales order from Method also. You have to add a Print button in your SalesOrderlist grid and then assign actions to that button to go throgh all the sales order and give you desired result. For that you have to customize your Sales order screen. In order to accomplish that create a ...

Hello etm, Thanks for the explanation. When you mentioned 20+ people, are you going to add them as customer or you are going to create one customer and then add conatcts under that customer? Are you trying to select the activity type and select multiple customers/contacts from Activity screen? One thing I would like to let you know is it will ...

Hello MikeB, Please ensure that you pull the email field from the Contacts table, once you do that it will not give you the error. Make sure that it is based on Contacts table. Try it with Conatcts Table and let me know if you get the error. You can also have a look at this previous Forum Post, which explains how you can add hyperlink through ...

Hello etm, I have few question regarding this, why you want to add multiple contacts / customers to an activity? Is there any specific need that you are trying to achieve.? If you can give me little bit more detail that would be really helpful. -Inder

Hello MikeB, Here's my answer. You mentioned that in your Tab section "Subaccounts" email field is pulled from Customer Table , but if you look closely at the SQL script it is fetching values from Contacts table (eg :Contact.email), that is the only reason it is not populating any data in your grid. Instead ...

Hello Roy, Here's my answer. Checking "To be Printed" option for the sales order flags the record in QuickBooks as “to be printed”, which will allows you to group and print them from QuickBooks at a later time. So make sure if you want to print all sales order in one shot, all the sales orders have ...

Hello SoIP, I am glad that your issue is resolved. But I am also providing you the link for our helpcenter article on Setting up Users. We also have alot of amazing articles and video tutorials in our Helpcenter for your future refernece. I hope this helps. -Inder

Hello Jim, I tried your steps in my account, exactly the same way as you stated in the above post and report is showing up in in Custom Report List. I am not sure why exactly it is not showing up in your account. I would suggest to call on our support line 1-888-925-6238 option 2 for support so that we can look into that and assist you with the ...

Hello Jim, Can you provide a bit more information about which Activity Report is your Customer Report based on? I tried to reproduce the same thing on my account and it is working fine. This is what I did, - Firstly, I open the Activity report in Report designer in this case it is "CRM_Activities_ByAssignnedTo.". - Then ...