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I'm sorry if I"m missing something here, but how do I open the docuement once I save it/link it in Method? Can't I do this from within Method?
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I'm new to the community and product, and I was wondering if there was any instruction on the report designer tools besides the web casts out there? I have used those.
Specifically, how do I set a parameter for a report? I'm running a report to show Opportunities and Activities and I don't want CLOSE ...
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I have access to the tab, but I can't type anything in the Screen Name field and the Copy/Import screen button doesn't work???
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If I'm not able to enter a new screen name on the Customize Tab/ Create a New Screen window, what access does my ADMIN need to give me?
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What field in the Customer table do I use to only pull LEADs into my report? Do I need to set parameters on the field? New to reporting tool.
Thank you.
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New user of Method Integration Report Designer and when logging in get FAILURE TO LOAD error message box stating: "Failed to open list of views. Reason given was: THE LOGIN 'ABBIE' WAS NOT DETECTED. When 'Abbie' is my user name I use for Method, and I am told to use my same company name, user ...
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