Method Community

Hi

Is it possible to produce a statement from within Method - our sales team sometimes get these requests and we'd like to action them without involving the accounts team.

Kind Regards
Rick 

Hi Rick,

You can add statement charges in Method. It can be created using Customers>Statement charges screen in Method.

Hope this helps. Please let me know if you are trying to do something else.

Yashpreet

Hi Yashpreet

I want to create a statement to send to the customer whilst in method.  We don't use statement charges, it's just about providing the info to the customers from the sales team.

Thanks

Rick

Hi Rick,

If you want to create a customer statements in Method, then you need to create a custom report for that. You can create custom reports using Report Designer. Here’s the link for Report Designer: https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Introduction-%26-Installing-Report-Designer&id=404

For this purpose, Customer table can be used as Parent table and Transaction table as a detail table.

You can put generate report button anywhere you like, for example on customer screen. if customization gets complicated for you as it involves setting lots of actions, then I would recommend you to reach your account manager so that he can set up consulting session with one of our consultant’s.

Hope this helps.

Yashpreet